JP Financial Service Center
439 Mexicali Ave.
Venice,
FL
34293-3429
Phone:
- 941 488 5326
Fax:
- 941 237 5326
E-mail:
Newsletters
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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.