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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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Charitable Giving 2025

Why Giving in 2025 Makes Sense

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December 11, 2025

Are you planning to make a difference with your charitable gifts in the coming year? Major changes to federal tax law are on the horizon, and they could significantly impact how—and how much—you can deduct for your generosity. Starting in 2026, new limits on charitable deductions will make it harder to maximize your tax benefits, […]

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Retirement Withdrawal Strategy

From Saving to Spending: Navigating the Shift in Retirement

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December 8, 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.

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Financing Personal Projects

If You Build It: Financing Your Personal Project

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November 24, 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.

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Why Make a Financial Plan

Finding Meaning in the Numbers

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November 19, 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.

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donor-advised funds

Charitable Giving Update: Donor-Advised Funds, OBBBA, and Your Tax Return

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November 17, 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.

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JFS Wealth Advisors Launches New Divorce and Separation Planning Niche Led by Constance Amstutz, CFP®, CDFA®

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November 7, 2025

JFS Wealth Advisors has launched a new divorce and separation planning niche led by Constance Amstutz, CFP®, CDFA®. This offering provides tailored financial guidance for individuals navigating divorce, including asset division, tax considerations, estate planning impacts, and long-term financial security. The initiative reflects JFS’s commitment to specialized planning for every stage of life.

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