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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.

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Sean Gibbon named Young Leader of 2025 by Pennsylvania Institute of CPAs

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June 2, 2025

JFS Wealth Advisors is delighted to announce that Sean Gibbon, CPA/PFS, CFP® CEPA, has been named a Young Leader of 2025 by the Pennsylvania Institute of CPAs.

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Is a Deferred Compensation Plan in Your Financial Future?

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May 30, 2025

For high-performing executives, deferred-compensation plans can provide a powerful tool for both building wealth and saving on current taxes.

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Chasing Unicorns: The Dangers of Trying to Time the Market

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May 27, 2025

Investors who want to time the market face a peculiar challenge. Market timing is not about making just one correct call; you need to make two perfectly precise decisions.

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Keeping Your Employees’ Interests Foremost: Fiduciary Duty and Your Employer-Sponsored Plan

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May 23, 2025

It is a well-known fact that employers who sponsor qualified retirement plans for their employees, such as 401(k)s (403(b)s for nonprofits), must act as fiduciaries on behalf of those participating in the plan. In simplest terms, acting as a fiduciary means placing the needs and interests of the plan’s participants and beneficiaries ahead of other considerations.

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Understanding the 529 Education Savings Program: A Smart Way to Secure Your Child or Grandchild’s Future

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May 22, 2025

As parents and grandparents, we all want to provide the best opportunities for our children and grandchildren. Education is one of the greatest gifts we can give, but rising tuition costs can make the prospect of saving for education seem daunting.

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Divorce and Tax Implications: Understanding the Territory

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April 29, 2025

Divorce can be a complex and emotionally taxing process, but understanding the financial implications is crucial, also.  Many of the decisions made will impact long-term financial planning and still others have more immediate consequences that can affect income taxes.

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