August 2021 Monthly Digest

Happy August everyone! J.R. Financial & Insurance Services has been recognized as one of the Top 3 Financial Planning Services in Santa Clara, CA by!  We’re also pleased to announce that we are going to hold our first Social Security Seminars of the year starting in September! Do you have a friend or family member interested in maximizing their Social Security benefits? James Rukstalis will hold seminars Tuesday September 7th, and Thursday September 9th at Fiorillo’s Restaurant! Please contact our office at (408) 642-1322, or CLICK HERE to register! (Seating is limited, […]

Rising Property Values in the South Bay: From the desk of Peter Bradshaw

This year we have witnessed the largest yearly gain in home values in the state of California. Since last May, we have seen property values in the Bay Area increase by 38.9%, according to the California Association of Realtors, so in this post I will be examining the causes of this increase and potential plans for Bay Area residents moving forward. First off, I do not believe we are in a housing bubble in the Bay. One of the largest drivers of a bubble is speculation, whereas with the housing […]

July 2021 Monthly Digest

Happy July Everyone! As a reminder, our office will be closed Friday, 7/2/2021 in observance of Independence day. While the world moves into a new normal, we would like to remind all clients that we are still following Santa Clara County Public Health guidelines by requiring masks to be worn while visiting our office, regardless of vaccination status. This is for the safety of our staff and clients who are immunocompromised. We do have masks available if you need one, and we are still offering virtual appointments if that is preferred. We’re excited to announce that we’re […]

Office Closed July 2nd, 2021

J.R. Financial & Insurance Services will be closed Friday July 2nd 2021 in observance of Independence Day. We will return to the office Monday July 5th. Have a safe weekend!