Welcome to Joiner & Joiner

Serving people like you since 1992.  We believe Joiner & Joiner is different in almost every way because our principles were deliberately created with you in mind.  What you may not know is that there are many people and advanced technology supporting our office. We did this on purpose. You shouldn’t have to call an 800 number for insurance, Medicare, and/or investment advice. You need to talk with someone who knows you and understands what you're working toward. That's why Joiner & Joiner believes the relationship between you and your advisor/insurance agent is one of the most important aspects of successful planning.

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  • Correlation and Portfolio Performance
    Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would not be unusual to see
  • Six Life Insurance Beneficiary Mistakes to Avoid
    Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a
  • Taxes, Retirement, and Timing Social Security
    The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable
  • I've recently changed my legal name. Do I need to change my name on my Social Security card?
    Whenever an individual legally changes his or her name, it is important to contact the Social Security Administration (SSA) as soon as possible.
  • How can I protect my Social Security number from identity theft?
    Your Social Security number is one of your most important personal identifiers. If identity thieves obtain your Social Security number, they can
    
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The information presented here is not specific to any individual's personal circumstances.  To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.