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Jonathan Mazur

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Welcome to my blog where I share ideas to help people learn about financial strategies, ideas, and solutions to most effectively manage and preserve their wealth at any stage of life.


  • Thinking About Leaving an Inheritance to a Minor?March 10, 2023
    Leaving an inheritance to a minor is not as easy as writing a name down on a form. Here’s what you need to think about if that is part of your future plans.
  • Can You Accurately Calculate How Much You’ll Need for Retirement?March 6, 2023
    The traditional numbers for retirement saving may be changing and you need to think about how that impacts you.
  • Social Security and Retirement of the FutureFebruary 20, 2023
    What role does Social Security play in your retirement planning?
  • Roth Conversions: Fun at Any AgeFebruary 13, 2023
    You can convert money into a Roth IRA at any age. Here’s what to keep in mind when deciding to do so.
  • A Reminder to Diversify Your PortfolioFebruary 6, 2023
    The debt limit discussions a few weeks ago serve as a good reminder to diversify your portfolio and investments.

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