Jessica Majeski - Zoll Majeski Wealth Management & Insurance Solutions

09/02/2026

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.

You've worked hard to build something worth leaving behind—here's how to make sure it reaches your children the way you intend.

08/31/2026

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

Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

08/26/2026

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

08/24/2026

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

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

08/24/2026

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 is built for the long term—here's why higher interest rates don't change its value in your financial plan.

08/21/2026

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.

Markets are broadening beyond tech. See why diversification still matters.

08/19/2026

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.

Before you chase the IPO buzz, here's what every investor should know about how they work and when they fit your plan.

08/19/2026

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

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.

08/18/2026

You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction. http://spr.ly/6181BEanbx

08/12/2026

I recently joined FOX 13 Tampa Bay to discuss financial compatibility, and the conversations couples should have before planning a wedding. While a wedding may be one of the first major financial decisions a couple makes together, it certainly won’t be the last.

One thing I encourage couples to do is talk about money before signing contracts or making big commitments. Taking time to discuss goals, spending habits, and priorities early can help reduce stress and make future financial decisions easier to navigate together.

Learn more at the Northwestern Mutual website: https://www.northwes...