James Financial Partners
James Financial Partners provides quality financial strategies, and offers insurance and financial s
James Financial Partners has built a reputation in assisting businesses and individuals create financial security by looking at every situation with the individuality it deserves. At James Financial Partners, we create alliances with your tax, legal and accounting advisers in order to bring a “full-circle” planning approach to our client’s financial strategy experience. Our personalized service an
Wondering what to tell your financial pro? Check out this quick video for guidance!
How much could you receive from Social Security? Here’s what to expect.
This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.
28/08/2024
When was the last time you paid yourself first?
Pay Yourself First It sounds simple, but paying yourself first can really pay off.
26/08/2024
Pay off debt or invest the money? Things to consider before you commit to either option.
Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.
23/08/2024
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs.
21/08/2024
All those years of work can add up to a small fortune. What's your strategy for your money?
Lifetime of Earnings Estimate how much you have the potential to earn during your working years.
19/08/2024
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.
16/08/2024
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
The Three Keys to a Great Password Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
14/08/2024
Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
09/08/2024
Do you need umbrella insurance? Find out more.
Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
08/08/2024
Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates
Monthly Market Insights | August 2024 Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...
07/08/2024
Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
05/08/2024
What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.
02/08/2024
Feel empowered with this step-by-step guide to reviewing your life insurance needs.
Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance.
31/07/2024
Consider preparing for 30 years in retirement. Are your assets ready?
Potential Income from an IRA Estimate your monthly and annual income from various IRA types.
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
26/07/2024
How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.
The savings rate is the government’s estimate of how much U.S. households are saving.
22/07/2024
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
19/07/2024
How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.
17/07/2024
Is your household's inflation rate higher than the national average?
Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.
15/07/2024
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
12/07/2024
This piece presents an overview of fundamental steps to consider when a loved one passes.
A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.
Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/07/2024
The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.
Quarterly Market Insights | Q2 2024 Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...
05/07/2024
Self-employed? Learn more about your retirement plan options.
Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
03/07/2024
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
01/07/2024
The average lasts for 18 years. Are you prepared to fill that many days?
18 Years’ Worth of Days The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Our Story
“Springfield's Best” is a not-for-profit association that encourages the public to conduct business with locally owned or managed companies. All company members are checked on Missouri Case Net, must be in business for at least 2 years, have financial stability, be licensed, bonded, and insured, and approved by the Board of Directors. This is a paid membership.
Third-party recognition is no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
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Opening Hours
| Monday | 09:00 - 17:00 |
| Tuesday | 09:00 - 17:00 |
| Wednesday | 09:00 - 17:00 |
| Thursday | 09:00 - 17:00 |
| Friday | 09:00 - 17:00 |