NEWS & ARTICLES

Saving for Retirement When You Don’t Have a Regular Job

Ana Martinetti-Katz of Investopedia shares tips regarding how to save for retirement when you don’t have a steady paycheck. When people stop picking up a regular paycheck, they often stop contributing to retirement savings. This is not wise. Keeping up those contributions, however small, can make a big difference in the income you have after retirement.

New year, big new changes for J.R. Financial & Insurance Services!

With 2020 behind us, we are looking forward to a bright, exciting 2021 for J.R. Financial & Insurance Services! We are back from holiday break in our big new beautiful office, we have new team members joining us, and we’re looking forward to helping our clients meet their 2021, and beyond, goals! We are still meeting with clients, and taking on new appointments, however until the Santa Clara County lifts the current tier purple, we are primarily meeting with clients virtually and over the phone.  If you must see an […]

Partial Retirement: An Inevitable Trend That Needs Support

Jack Guttentag, Contributor to Forbes.com, writes about partial retirement, and is it the new normal? People are living longer but they are not increasing the accumulated wealth needed to support a longer life of retirement. On the contrary, the swing from defined benefit to defined contribution pension plans has increased the population of those reaching retirement age without adequate provision.

Big News! We’re Moving!

We’re excited to announce that J.R. Financial & Insurance Services is growing, and moving into a new bigger office! We are staying in the same building, moving into Suite #120, which is around the corner from our current Suite, #131.The rest of our contact information will remain the same.We are also shutting down access to our office due to the move, and the new Santa Clara County Guidelines. Only James Rukstalis, and Kimberly Murphy will be in office. No appointments will be held in office until we re-open January 4th, 2021. […]