NEWS & ARTICLES

November 2021 Monthly Digest

Happy December Everyone! As we prepare for the holidays, we’d like to remind you all that our offices will be closed Monday 12/20/2021 – Friday 12/31/2021 and will re-open Monday 1/3/2022. If you have an urgent matter and need to contact us, please email your advisor, or our Operations Manager for assistance. James Rukstalis: James@jrfis.comPeter Bradshaw: Peter@jrfis.comKimberly Murphy: Kim@jrfis.com Below are some of the articles we shared on our social media the past month. Be sure to follow us for more helpful articles and notifications!

2021 Holiday Schedule

J.R. Financial & Insurance Services will be closed Thursday Nov. 25th & Friday Nov. 26th in observance of Thanksgiving, but will re-open Monday Nov. 29th. Our last day of operations for 2021 will be Friday December 17th. We will re-open Monday Jan. 3rd, 2022. If you need to make an appointment before the end of the year, please contact us and we will be happy to schedule you (availability is limited, please contact us as soon as possible). If you need urgent assistance after Dec 17th, please email your agent directly and they […]

Expanded tax benefits help individuals and businesses give to charity during 2021; deductions up to $600 available for cash donations by non-itemizers

Ordinarily, individuals who elect to take the standard deduction cannot claim a deduction for their charitable contributions. The law now permits these individuals to claim a limited deduction on their 2021 federal income tax returns for cash contributions made to certain qualifying charitable organizations.The law now permits these individuals to claim a limited deduction on their 2021 federal income tax returns for cash contributions made to certain qualifying charitable organizations. These individuals, including married individuals filing separate returns, can claim a deduction of up to $300 for cash contributions made […]

October 2021 Monthly Digest

2021 is just flying by! We can’t believe the year is nearly over! We had a very successful run of our Social Security Seminars, and look forward to hosting more events in 2022! If you would like to make an appointment with us before the end of the year, now is the time to call and schedule. Available appointment times are filling up quickly! So don’t delay! We post articles to our Facebook, Twitter, and LinkedIn Pages, along with our website. Follow us to receive updates, information, and announcements! Amy CantrellDigital […]