August 2022 Monthly Digest

We’re half way through Summer! We hope you’ve all been keeping cool and beating the heat. As previously mentioned, J.R. Financial & Insurance Services has big news to share, and finally the wait is over!

First off, we would like to welcome Andrew Christian to the team as our new Chief Marketing Officer and Vice President of Community Outreach!

With a background in teaching and educational leadership, Andrew brings his perspective to educating our clients and the community about who we are here at J.R. Financial and how we work together in reaching your financial goals.
A Bay Area native, Andrew is from San Jose and believes that everyone in our community should have access to ethical financial advice that is in their best interest and empowers individuals to take ownership over their financial future. He is passionate about working with youth and partnering with organizations that inspire entrepreneurship and financial literacy.
When he’s not working, you can find him exploring local breweries and wineries, practicing his hopeless golf swing, or driving over the hill to the beach.

There are fresh, new changes and updates coming to our website and social media platforms, so be on the look out for those!

Stay connected to us by following us on Facebook, Twitter, and LinkedIn.

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We are also pleased to announce that a new intern will be joining us in August. We look forward to introducing you to her when she joins the team!

Our Social Security Seminars are returning this September on Tuesday 9/13 & Thursday 9/15. Do you have a friend or family member who is interested in learning strategies to maximize their benefits? Contact our office for more information!

We post news and articles regarding a variety of topics daily on our social media platforms and website WWW.JRFIS.COM.

Have questions or a thought about something we share? Don’t be shy! We encourage and value your feedback!

Tax Return Extension Deadline
If you have filed for a Tax Return extension, be sure to complete it before the October 15th deadline! The following link from the official IRS website has more information.

Social Security: 6 Things To Know if You Want To Retire Soon
Knowing these factors ahead of time can help you plan out your best Social Security earning strategy and help prevent any unwanted surprises

How Many Hours Can You Work and Still Collect Social Security?
You should be aware that continuing to work after claiming Social Security benefits could reduce the amount that you receive, particularly if you have not yet reached full retirement age.

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.

If you’d like to schedule a meeting with us, call our office at (408) 642-1322, or click the button below to contact us. We’d be happy to see you!

Thank you,

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

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