Jeffrey Mauritzen Insurance and Financial Services Agent

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The question everyone has: Will Social Security be around for you? Read this.
10/14/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Just entering retirement? Here's what you need to know.
10/12/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

Here are eight mistakes to avoid when.
10/09/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Do you need umbrella insurance? Find out more.
10/07/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The savings rate is the government’s estimate of how much U.S. households are saving.
10/05/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
10/02/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Preparation can sometimes be all you need to make the impossible, possible.
09/30/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
09/28/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Learn the ins and outs of 529 plans before you or your student heads to college.
09/23/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Check out this informative video on bull and bear markets to better understand how the stock market works!
09/21/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

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215 N Arlington Heights Road Ste 100
Arlington Heights, IL
60004

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