Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
JCB Financial, Inc.
1715 Morgan Lane
Collegeville,
PA
19426
Phone:
- 610.454.0727
Fax:
- 610.454.0729
E-mail:
Newsletters
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
-
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.