Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor
Read MoreRetirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all a
...Read MoreUnderstanding mandatory retirement account withdrawals.If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one
...Read MoreThe SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Sec
...Read MoreMost people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may
...Read MoreLittle things to keep in mind for life after work. Decades ago, there was a book titled, What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss
...Read MoreKnowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away! These athletes thought they were
...Read MoreTax Planning: Amid soaring inflation, the IRS this week announced higher federal income tax brackets and standard deductions for 2023.
...Read MoreWhat has changed for you in 2022? This year has been as complicated as learning a new dance for some.
...Read MoreSocial Security-related scams continue to be widespread, especially during the holidays.
...Read MoreTHE YEAR IN BRIEF2022 was a year of challenges for investors. High inflation challenged consumers and the Federal Reserve, which took the benchmark interest rate to a level unseen in 15 years.
...Read MoreIn this guide, we will explore where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.
...Read More3 things that every senior should have in 2023
...Read MoreFor many older adults, finding time to experience nature can be one of the greatest pleasures in retirement.
...Read MoreI recently watched a very inspiring movie titled, Free Solo. It was about a rock climber named Alex Honnold. Alex is a professional adventure rock climber whose audacious free-solo ascents of America’
...Read MoreLast weekend, I watched an informative segment on CBS 60 Minutes. The report featured in depth information about financial scamming.
...Read MoreDo you feel like you're spending too much time keeping track of your finances? When planning for retirement, it is important to have a reliable source for your budget and finances.
...Read MoreDo you have a record of your personal belongings in your home? Recently, when updating our homeowners policy, I realized that I do not have official documentation of all the contents of my home.
...Read MoreFinancial Planning isn't a "one size fits all" approach. Each individual and couple has their own unique situation and goals for the future.
...Read More
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Investment Advisory Services offered by James Jurica,CFP® CLU® CHFC® RICP® are offered through Wealth Watch Advisors, an SEC Registered Investment Advisory Firm. The Maisch Financial Group and Wealth Watch Advisors are not associated entities.
