Amy was born in Fremont, California and has lived in the East Bay her whole life. She has over 16 years experience as an administrative assistant, and over 18 years experience in broadcasting, theater, marketing and multimedia. She works to share information and awareness about updates and new opportunities with J.R. Financial to new and existing clients along with tips and tools to help them reach their financial goals. She also assists with daily office tasks to make sure everything is running smoothly, and help us grow! Outside of work, Amy takes part […]
When a loved one passes away, someone has to file a final tax return for them. If that someone is you, here’s what you need to know. Kimberly Lankford of AARP.com shares tips to follow to keep an already stressful time from becoming more stressful. In the course of preparing for retirement, there are certain things you’ll If a loved one died in 2020, you need to determine who will file their final income tax return.
Buying into these three misconceptions could be downright disastrous. Maurie Backman of The Motley Fool explains why. In the course of preparing for retirement, there are certain things you’ll need to do: sock money away in an IRA or 401(k), read up on healthcare costs, decide where you’ll settle down during your senior years, and come up with a game plan for claiming Social Security. But if you buy into the wrong information, you could end up botching your filing and regretting it after the fact, or making poor choices with […]
Greetings All, We would like to introduce Steven Lewis to the role of Director of First Impressions. Steven joined us at the beginning of the year as our Executive Assistant and we have decided to promote him to our Director of First Impressions. He will be helping to make sure all client needs are met, calling to update you on appointment scheduling and keeping you up to date on upcoming appointments. Steven will be the first person you see when you meet with our agents in our new, […]