JFS Wealth Advisors
TALK TO AN ADVISOR
JFS Wealth Advisors
TALK TO AN ADVISOR

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.

Read More
CPAs and financial advisors coordinate

When Advisors Collaborate: Better Tax Outcomes Through Integration

•
April 1, 2026

The markets go up and the markets go down, but “the tax man cometh,” no matter what. Each year, as you prepare for your annual reckoning with the IRS, it’s more important than ever that your financial advisor and your tax advisor have open lines of communication. The more these two financial professionals can be on the same page as you prepare your return and other documents, the better you’ll fare, not only in tax savings but also in the long-term growth of your financial resources.

Read More

Robert Jazwinski Featured in Capital Analytics Associates’ Invest: Pittsburgh Series

•
March 20, 2026

JFS Wealth Advisors is pleased to share that Founder and Co-CEO Robert C. Jazwinski, CPA/PFS, CFP®, was featured in an interview with Invest: Pittsburgh. In the conversation, he discusses the firm’s people-first culture, commitment to client relationships, and vision for continued growth.

Read More
Retirement Accounts for Children

Retirement Accounts for Children: Starting Earlier Than You Think

•
March 16, 2026

Traditional IRAs are subject to Required Minimum Distributions (RMDs). RMDs dictate that a percentage of the IRA must be withdrawn each year once the account owner reaches a certain age (as it stands now this is age 73 or 75, depending on the account owner’s birth year). In contrast, there are no RMDs on Roth accounts. Funds can be left in the account to grow tax-free for as long as the owner wishes.

Read More
529 Plan for Grandchildren

Why Grandparents Should Consider A 529 Plan for Their Grandchildren

•
March 4, 2026

As college costs continue to rise, many families look for smart, tax-efficient strategies to invest in a child’s future. One of the most powerful tools available is a 529 college savings plan—a state-sponsored investment account that offers significant tax advantages when used for education expenses.

Read More
Divorce and Your Finances

The Financial Side of Divorce: A Strategic Guide to Protecting Your Future

•
February 24, 2026

Without question, divorce is one of the most difficult life transitions any of us can be called upon to make. No matter which partner initiates it, the process sends the participants and those who are closest to them through a passage that is emotionally and often legally harrowing. Further, the financial implications of divorce can be devastating, especially historically for women in transition.

Read More
Credit Best Practices

Staying on Track: Credit Use Best Practices for Smart Investors

•
February 18, 2026

Any financial planner or loan officer will tell you that you can’t borrow your way to wealth, especially when your debt takes the form of revolving loans and credit card balances. Such debt is the number one obstacle faced by most Americans in their journey toward financial health.

Read More

Schedule a Call With Us Today

Schedule a Call

Get Our Insights in Your Inbox

Subscribe
Find an experienced wealth management team near you:

SCHEDULE A MEETING

15 Minute Discovery Call

CALL US TOLL FREE

877-745-1700

EMAIL US

info@jfswa.com

Services for Individuals


Services for Institutions

About JFS

Resources

Copyright © 2026 JFS Wealth Advisors. All Rights Reserved.

Subscribe to Receive Our Regular Updates

Subscribe to Be Invited to Our Upcoming Webinars