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!

Social Security: Understanding the Basics If you’re not yet cashing checks, chances are good you’re kicking into the pot. About 180 million Americans pay into Social Security through their taxes. The program is so ubiquitous, in fact, that the Social Security number the SSA issues you at birth will serve as your numerical identity for the rest of your life.
What To Do Once Financial Goals Are Met, And Retirement Is Here A tremendous success for both the individual and their financial advisor is when the client’s wealth management goals are met so they may retire in wealth, health, and happiness. So now what?
15 Retirement Mistakes and Why They’ll Shrink Your Nest Egg While you’re planning all the fun things you can do with your free time, it’s important to also take note of what not to do in retirement, as certain mistakes can derail your retirement plans.
Retirement Savings Contributions Credit (Saver’s Credit) You may be able to take a tax credit for making eligible contributions to your IRA or employer-sponsored retirement plan. 
Have a safe and Happy Halloween everyone!

Amy Cantrell
Digital Marketing Specialist
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office
(408) 728-1566 Cell
amy@jrfis.com