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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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An Offer They Can’t Refuse: Maximizing Participation in Your Company-Sponsored Retirement Plan

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April 17, 2025

Simply put, one of the best ways to attract and keep the talent you need to remain competitive is to offer a well-designed, company-sponsored retirement savings plan that makes it easy for your team members to build their financial security.

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Recent News: What’s Happening at JFS – Q1 2025

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April 16, 2025

Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and we hold their unwavering dedication and commitment to both the firm and our clients in the highest regard.

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Tariffs, International Trade and the Economy – Market Comments Q1 2025

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April 10, 2025

Global financial markets in the first quarter of 2025 continued to be strongly impacted by the new US presidential administration.

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Divorce and Your Inheritance

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April 7, 2025

Though inheritances are considered separate property in most states and thus not subject to division, it’s vital to know some basic facts about how to make sure the property is protected.

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Austin Sambuco Named a 25 Under 35 in 2025 by Mahoning Valley Young Professionals

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April 3, 2025

JFS Wealth Advisors is thrilled to announce that Associate Wealth Advisor Austin Sambuco, CFP®, has been recognized by the Mahoning Valley Young Professionals as a 25 Under 35 young professional for 2025. Austin joined JFS Wealth Advisors in 2019 following a college internship with the firm during his spring semester. As an Associate Wealth Advisor, […]

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The Key to a Worry-Free Retirement: Cash Flow Planning

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March 11, 2025

If you’re headed into retirement, you may be thinking about the prospect of leaving behind the predictability of a steady paycheck—and that can feel a little scary. On the other hand, one of the positives that most of us are looking forward to in retirement is having more time at our disposal to do the things we want to do, when we want to do them.

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