Tim Lewis - JRS Wealth Management

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

What Rate Would I Need to Earn on My Savings? Work backwards from your savings goal to find the rate of return you'd need to get there.

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

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How can you help your family feel confident about the future? Talk to them. Discuss your financial values and plans.

Facilitate Family Financial Conversations Across Generations Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

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When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Read the latest issue of Retire Wise here:

Retire Wise | June 2026 Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Social Security: Retirement's main source of income or monthly bonus? You decide.

Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.