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New 401(k) Contribution Limits for 2026
The IRS has announced the new 401(k) contribution limits for 2026. Learn about updated employee deferral limits, catch-up contributions, and strategies to maximize retirement savings.
Matt Williams
Dec 33 min read


Year-End Deadlines You Can’t Afford to Miss
As we close out the year, this is the time to make every financial decision count. Here is my year-end checklist to help you finish strong and set yourself up for success.
Matt Williams
Nov 242 min read


SECURE Act Rules for IRAs in a Trust: Estate Planning in Alexandria, VA
Discover strategies to protect your estate, manage distributions, and safeguard your legacy with professional guidance for estate planning in Alexandria VA.
Matt Williams
Nov 193 min read


How a Financial Advisor Can Help You Avoid Common Inherited IRA Mistakes
Discover how to avoid costly mistakes when managing an Inherited IRA. Guidance from a financial advisor can help you to follow IRS rules and tax regulations to protect inherited retirement savings.
Matt Williams
Nov 63 min read


Active vs. Passive Investing: Creating The Right Balance
At JTM, we guide investors in crafting active and passive investment strategies that balance growth potential with long-term stability.
Matt Williams
Oct 273 min read


Navigating AI in Finance: The Crucial Role of Financial Advisors
JTM explains the vital role of financial advisors in an increasingly AI-driven world.
Matt Williams
Oct 93 min read
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