Zone 7 Financial Services, LLC
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Investment Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). JWC/JWCA not affiliated with TJ Hayes & Co, PLLC or Zone 7 Financial Services, LLC.
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with TJ Hayes & Co, PLLC & Zone 7 Financial Services, LLC are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
Newsletters
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.