JFS Wealth Advisors
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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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Catch Up Contributions 2025: Remodeling Your Retirement Savings

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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.

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Preparing for Widowhood

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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.

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

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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.

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JFS Wealth Advisors named Best Place to Work 2025 by Pittsburgh Business Times 

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August 28, 2025

JFS Wealth Advisors is honored to be named to the Pittsburgh Business Times’ Best Places to Work 2025 list for the fourth year in a row, celebrating the firm’s strong culture, teamwork, and dedication to employee development.

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How’s Your Company Retirement Plan Doing? Why You Need to Know

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August 21, 2025

Lawsuits against company retirement plans are on the rise. Benchmarking fees, investment performance, and plan features helps protect your business and ensures employees get the retirement benefits they deserve.

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Keeping the Money Together: Preparing the Next Generation for Inheritance

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August 14, 2025

Passing down wealth takes more than legal documents—it requires passing down values. With the right preparation, families can equip the next generation to manage money wisely and carry forward a legacy of stewardship and giving.

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