Knowledge Center
Explore our wealth of resources available to you. Gather the latest insights in retirement planning and wealth management. Watch one of our previous webinars on college planning or tax strategies. Check out our most recent firm news and see JFS Wealth Advisors in the media.
Stay Updated With Our Latest Insights
Providing the latest news, resources, and information on how to be more financially confident in your everyday life.
Catch-Up On Our Past Webinars
Our subject-matter experts present webinars on various wealth management and planning topics. You can see our full library of webinars below.
Our Latest Financial Checklists
Life brings constant change — from enrolling in Medicare to navigating the loss of a spouse. Our financial checklists help you stay organized and confident as your circumstances evolve.
Moving Out-of-State Checklist
This checklist is designed to help you stay organized, avoid costly oversights, and get settled with confidence.
Credit Best Practices Checklist
New Child Checklist
Planning Tips for Managing RMDs Efficiently
Navigating Loss: A Checklist for Widowhood
This resource outlines some of the immediate items you need to address after losing your spouse.
A Financial Resource for Navigating Divorce
Gain clarity and confidence as you navigate the financial changes that come with separation or divorce.
Matrimonial Financial Checklist
Stages of Life Checklist
Life evolves — and so do your financial priorities. This resource helps you focus on what matters most at each stage of life.
Your Medicare Checklist
Navigate Medicare enrollment, coverage options, and key decisions with confidence as you approach 65.
Natural Disaster Recovery Checklist
This checklist helps you stay organized as you navigate financial concerns in the wake of a natural disaster.
Wealth Tips
These wealth tip videos are helpful tidbits of information that our team of financial advisors and CERTIFIED FINANCIAL PLANNER® professionals have gathered based on real-life client experiences and events.
Divorce & Separation Video Library
Should you keep the house? What can go wrong with a QDRO? Is your inheritance really separate property? Constance Amstutz, CFP®, CDFA®, answers these questions and more in a short-form video series on the financial side of divorce and separation.
Business Growth & Transitions Video Library
Explore quick, insightful videos that answer key financial questions after a business exit—from minimizing taxes to determining your retirement readiness.
Estate Planning & Trusts Video Library
Watch our latest estate planning videos to learn more about potential tax savings, the importance of regularly reviewing your estate plan, and what could happen to your social media and digital banking records when you pass.
Roth on Roth Series
What is a Roth conversion and when does it make sense? What is a Backdoor Roth and who is it actually for? Associate Wealth Advisor Hannah Roth, CFP®, answers these questions and more in her new short-form video series Roth on Roth.
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View the most recent webinars hosted by our subject-matter experts, planners, and advisors, as well as market commentary from our investment committee, on tax, investments, and financial planning.
