Last weekend, I watched an informative segment on CBS News 60 Minutes. The report featured in depth information about financial scamming. According to the report, "Last year Americans lost more than $10 billion to online scams and digital fraud, according to the FBI. The cons targeted every age demographic. People in their 30s filed the most complaints, but seniors were the most susceptible and last year lost $3 billion." Click this link to read/watch more.... MORE
Source: https://www.cbsnews.com/news/what-being-targeted-by-grandparent-scam-sounds-like-60-minutes-2023-05-21/
Understanding 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 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 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 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.
