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
-
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
-
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
-
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
-
Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.