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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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Amanda Marcello Named to 2026 InvestmentNews $100M Club: Top Female Financial Advisors in the U.S.

Amanda Marcello Named to 2026 InvestmentNews $100M Club: Top Female Financial Advisors in the U.S.

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June 23, 2026

JFS Wealth Advisors is delighted to announce that Amanda L. Marcello, CFP®, Partner and Wealth Advisor, has been named to the 2026 InvestmentNews $100M Club: Top Female Financial Advisors in the U.S.

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Claiming Social Security as a Single Woman

Social Security Claiming Strategies for Single Women

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June 18, 2026

Learn appropriate strategies and choices for claiming Social Security as a single woman to maximize your retirement income.

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Constance Amstutz of JFS Wealth Advisors recognized as a Mahoning Valley Young Professionals 25 Under 35 honoree for 2026.

Constance Amstutz named a 25 Under 35 in 2026 by Mahoning Valley Young Professionals 

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June 17, 2026

JFS Wealth Advisors is proud to announce that Wealth Advisor Constance Amstutz, CFP®, CDFA®, has been recognized as a member of the Mahoning Valley Young Professionals 25 Under 35 Class of 2026. The award honors emerging leaders who demonstrate professional excellence, innovation, and meaningful contributions to their communities.

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Financial Planning after Divorce or Loss

Getting Past the Confusion: Financial Planning after Divorce or Loss

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June 15, 2026

Learn how thoughtful planning can provide clarity and stability during major life transitions, especially for women in transition.

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Spring Cleaning Your Finances

Spring Cleaning Your Finances: A Guide to Tax Records and Keeping Them Safe

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June 11, 2026

With summer just around the corner, spring cleaning is on everyone's mind, and that includes your filing cabinet. Once tax season wraps up, one of the most frequent questions we get is: "Can I finally throw this away?" Great question. The answer depends on your situation, but we've got you covered. Here's a practical guide to tax retention, along with a few tips to keep that information safe.

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Business Reinvestment Strategy and Personal Wealth

Balancing Business Reinvestment and Personal Wealth

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May 22, 2026

For business owners, reinvesting in the company and planning for its future growth must be balanced with diversifying wealth away from the business to support retirement.

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