Jordan Financial and Insurance Services

10/15/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4dGqkuL

If it gets you thinking about your own plans, send me a message.

10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4z5sDQf
If this sounds like you, or someone you know, send me a message and let's talk.

09/22/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

09/09/2026

This Saturday is Team Haverhill's River Ruckus festival. We’re very proud to be part of the best day of the year in Haverhill with New York Life Insurance Company - New Hampshire General Office.

The fireworks at Team Haverhill's River Ruckus are ON the Merrimack River - they are big, bright and bold! Don't miss the fireworks - next Saturday, September 12th - at 8pm!

Team Haverhill's River Ruckus 2026 fireworks spectacular would not be possible without the generous support of our Platinum Sponsors, Tim Jordan of Jordan Financial and Insurance Services, an agent with New York Life Insurance Company, Pentucket Bank, and Broco Energy!

GET READY TO RUCKUS!

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.