JFS Wealth Advisors
TALK TO AN ADVISOR
JFS Wealth Advisors
TALK TO AN ADVISOR

Blog - Insights

Whether you’re seeking practical tips for everyday money management or in-depth analyses of planning opportunities & market events, we’re here to help you navigate the complex world of personal finance from building wealth, to strengthening & preserving it, to entering the golden years of retirement.

See our full archive below of articles by our wealth management team and subject-matter experts in investments and markets, family wealth, tax and retirement planning, as well as specialty areas like business exits and company retirement plans.

Read More

Sarah Amey named a Top Female Advisor by InvestmentNews

•
October 7, 2025

JFS Wealth Advisors proudly announces that Sarah J. Amey, CFP®, CIMA®, CPWA®, Regional Director, Partner, and Wealth Advisor, has been recognized in InvestmentNews’ inaugural $100M Club: Top Female Advisors 2025. Sarah’s leadership, client dedication, and expertise highlight her role as a trailblazer in wealth management.

Read More

Staying “Cyber-Safe”

•
October 3, 2025

In today’s digital world, online threats are everywhere. From phishing scams to data breaches, protecting your personal information takes vigilance. By practicing simple habits—like using strong passwords, enabling two-factor authentication, and monitoring accounts—you can significantly reduce your risk. Learn practical cyber-safety tips to keep your data secure.

Read More

Making the Rules Work for You: Tax Planning and Compliance for the Complex Estate

•
September 23, 2025

High-net-worth families often face complex tax and compliance challenges that can erode wealth over time. With strategies like trusts, gifting, risk management, and philanthropy, proactive planning can minimize tax exposure, safeguard assets, and ensure your legacy is carried forward as intended.

Read More

Catch Up Contributions 2025: Remodeling Your Retirement Savings

•
September 10, 2025

Many Americans over 50 worry they won’t have enough saved for retirement—but catch-up contributions in 2025 offer a powerful way to strengthen your savings plan. From IRAs to 401(k)s, these extra contributions can remodel your retirement and help you feel more prepared for the future.

Read More

Preparing for Widowhood

•
September 5, 2025

Losing a spouse is never easy, but planning ahead can help ease the financial and emotional transition. From Social Security and pensions to insurance, budgeting, and emotional support, thoughtful preparation now creates stability for the future.

Read More

JFS Wealth Advisors named a Top 2025 RIA Firm by Financial Advisor

•
August 29, 2025

JFS Wealth Advisors is proud to be recognized as a Top RIA Firm in Financial Advisor magazine’s 2025 annual ranking, marking its continued presence among the nation’s leading independent advisory firms. This achievement highlights the dedication of the JFS team and its commitment to delivering exceptional service to clients.

Read More

Schedule a Call With Us Today

Schedule a Call

Get Our Insights in Your Inbox

Subscribe
Find an experienced wealth management team near you:

SCHEDULE A MEETING

15 Minute Discovery Call

CALL US TOLL FREE

877-745-1700

EMAIL US

info@jfswa.com

Services for Individuals


Services for Institutions

About JFS

Resources

Copyright © 2025 JFS Wealth Advisors. All Rights Reserved.

Subscribe to Receive Our Regular Updates

Subscribe to Be Invited to Our Upcoming Webinars