Calculators

Name: JDS Wealth Strategies
Address: 629 Edinborough Drive, Columbus, MS, 39705, US
Telephone: 662-329-9777

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At JDS Wealth Strategies we are mindful of our client's needs and goals. Through times of prosperity and more important in times of despondency, we work to keep our clients informed, calm, and focused.

Use our website to better understand the fundamentals of investing, retirement income planning, college expense planning, long-term care insurance, and estate planning. It is our hope, that the website will help you see clearly the advantages and potential rewards of being proactive in your financial life.

Throughout our website, we will provide an abundant amount of information in the form of newsletter articles, calculators, and market reports. Most importantly, we expect you'll see the value of working with our firm.

Forward to prosperity,

Jason D. Spears

Newsletters

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Dont Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Disability Income Insurance

How much Disability Income Insurance do you need?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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