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Learn MoreUnderstanding Today's Financial Environment
Hello, I am Tom Jahn, founder of the Jahn Navigation Group. I understand that individuals face unique challenges as they strive to build wealth and plan for the future. I built the Jahn Navigation Group to assist my client’s in charting a path to financial independence through sound advice, portfolio construction and risk management. I pride myself on providing superior service, the highest quality products and customized strategies. I look forward to working with you through all of the stages of your life.
Contact UsHelpful Content
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.