At Jolles Insurance & Financial our focus, for 30 years, has been to protect income and assets for individuals, families, businesses, key executives and employees.  We provide solutions to fill in the gaps that occur when income stops due to death, disability and retirement.  The biggest concerns that most of our clients have are maintaining good health, longevity and outliving their assets.  Our training positions us to support our clients with their insurance and financial needs. 

Our Committment is to be a proactive leader in promoting wellness in the hope that we can make a difference in optimizing health and extending productive lives.

We work together with our clients to protect their Health and Wealth. 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

HOT TOPIC — Wage Growth: Watching for a Tipping Point

The factors that may be restraining workers’ wages and the economic implications of continued weakness or a sudden surge.

Four Financial Numbers You Should Know

Four financial numbers that you should understand (and that could potentially improve your financial situation).

Phasing Out…or Practice Makes Perfect

Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck