Helping People Make Great Decisions about Their Personal Finances

Check out the blog posts for insight, information and the occasional personal note.  Visit the rest of the website to find out which services may help you or someone you know make great decisions about personal finances.  Please share it with the people you care about who may benefit. 

Friday, April 26, 2024

Creating a Budget, or, Saving & Spending Plan may be the single most important thing for your personal finances. It can help you make progress towards your goals, reduce financial stress, make retirement saving easier, and much more.

Wednesday, July 26, 2023

Timely scam warning from the FBI. Uptick in tech support scam aimed at the elderly. Scammers ask for access to the victims computer to deposit money, deposit too much and ask the victim to mail or ship cash back.

Friday, February 17, 2023

When you have questions that affect your finances, don't hesitate to contact me. Here's a partial list of services and offerings as well as resources I have designed to help you make great decisions about your personal finances.

Wednesday, November 10, 2021

I’m now conducting Medicare Reviews Healthcare is such an important part of successful retirement income planning and Medicare plans change every year. The Open Enrollment Period has begun and runs until December 7th. I've put...

Wednesday, June 16, 2021

Dear Client, Lots of Issues, One Solution I’ve had conversations with many of my clients and found some common issues that can be easily addressed. Do any of these sound familiar? “I’m getting way too much mail for my...

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Sunday, September 13, 2020

Dear Clients, Welcome to client blog post #2. Here's what I have to share with you now. PLEASE UPDATE TO MY NEW WEBSITE ADDRESS - WWW.JAYENNIS.COM is being laid to rest at the end of September this year so please...

Friday, July 31, 2020

Announcements for Clients re: Continuing my Professional Education, Additional Financial Planning Services for my clients, Website Changes, Effects of New Regulations. Seminars and Education.