With so much uncertainty, it might be hard to plan for all of 2021 — but here’s what experts say will have you prepared for whatever the year throws our way. Gabrielle Olya of Yahoo!Finance explores more. Right now, it feels like we are in financial limbo. Coronavirus vaccines have begun to be administered, giving hope that by some point in 2021, we’ll be able to return to some kind of normalcy — along with all the expenses that go with that, like commuting and travel. We also have a […]
If you’ve called, or come into our office, chances are the first person you’re greeted by is Elizabeth! Elizabeth is a Bay Area Native who ran away to the East Coast for a few years, but couldn’t stay away from home. She has worked in everything from a pet shop to construction, but loves working at J.R. Financial & Insurance Services the best! In her spare time, she crafts cross stitch and period clothing for the Society for Creative Anachronism. She also enjoys reading, spoiling her cats with lots of […]
What is it about a new year that fills us all with the urge to purge? Clothing, old toys—that’s the easy stuff. (If it’s gently used, donate, please!) But how to deal with the piles upon piles of financial paperwork? How long should you keep your tax returns? What about old checkbook registers and pay stubs? We tapped New York Times bestselling author and organizing and productivity consultant Julie Morgenstern to give us the answer once and for all.
Steven, born in Tucson AZ, was raised in Southern California, in the Santa Monica Mountains. After a few years in Pennsylvania, he returned to California and moved to the Bay Area, and cannot imagine living anywhere else again. Providing high-level support, he helps the office run smoothly and efficiently. As an Eagle Scout, he is always eager and happy to help any way he can. He studies historical swordsmanship, sewing, historical enactment, and acting. Next time you come by our office, say hello!