Jessica Majeski - Zoll Majeski Wealth Management & Insurance Solutions

Indexed universal life insurance policies don’t always perform the way they’re illustrated. Learn how they work and why you may have better options.

Questions to Ask Before Deciding if an Indexed Universal Life Insurance Policy is Right For You Indexed universal life insurance policies don’t always perform the way they’re illustrated. You may have better options.

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture.

Sneaky Costs of Youth Sports and Activities—And What to Do About It See how much youth sports and activities really cost and how to budget for them.

Choosing a trustee is one of the most important decisions in your estate plan. It deserves as much thought as the trust terms themselves. Here's what to consider before you decide—and if you'd like to talk through your options, I'm here to help.

Leave an Inheritance on Your Own Terms You've worked hard to build something worth leaving behind—here's how to make sure it reaches your children the way you intend.

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.

Required Minimum Distributions: 7 Things You Should Know Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

Sometimes the clearest financial move is knowing what to focus on first. That’s where I can help. Let’s chat!

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence.

How to Prepare for Economic Uncertainty Prepare your financial plan for economic uncertainty with practical strategies to strengthen savings, manage risk, and stay focused on long-term goals.

The question isn't whether interest rates are high today—it's whether your financial plan is built to last for the long term. Whole life insurance plays a role that short-term instruments simply can't. Reach out and let's explore whether it belongs in your plan.

Whole Life Insurance in a High-Rate World Whole life insurance is built for the long term—here's why higher interest rates don't change its value in your financial plan.

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Why Broader Market Participation Matters Now Markets are broadening beyond tech. See why diversification still matters.

When a high-profile company goes public, it can feel like you're missing out if you don't act fast. But first-day hype rarely tells the whole story. Understanding how IPOs work—and how they fit into a broader financial plan—makes all the difference. I'd be happy to connect and walk you through how this applies to your plan.

What Is an IPO, and Should You Invest? Before you chase the IPO buzz, here's what every investor should know about how they work and when they fit your plan.

I was recently quoted in a Yahoo! Finance article about a challenge many homeowners are facing: whether keeping a historically low mortgage rate should dictate major life decisions.

While a 2.8% mortgage rate is certainly valuable, financial decisions are rarely about one number alone. The right choice depends on your broader financial picture, including your goals, cash flow, lifestyle needs, and long-term plans. Sometimes staying put makes sense. Other times, holding onto a home solely because of its interest rate can actually stand in the way of your next chapter.

As I shared in the article, it's important to evaluate housing decisions through the lens of your overall financial plan, not just the current rate on your mortgage.

Read the full article for more insights on navigating today's housing market and making decisions that align with your financial goals:
http://spr.ly/6181B1eBiR

My 2.8% mortgage rate was hard to give up. Staying would've been a bigger mistake. I gave up my 2.8% mortgage to buy a home when interest rates were high. Here's why less competition, seller incentives, and refinancing made it worth it.