Get to know Elizabeth Hansen, our Director of First Impressions!

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 […]

How Long Should You Keep Your Tax Returns? Your Paystubs? Your Car Purchase Paperwork?

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.

Welcome Steven Lewis, J.R. Financial & Insurance Services new Executive Assistant!

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!

Key Social Security changes you should know about in 2021

Retirees can expect at least four key changes to Social Security this year, but more could be on the way depending on the next president’s policy goals. Dhara Singh from Yahoo!Finance reports the changes that could affect you.