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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JFS named a Top 2024 RIA Firm in Financial Advisor Magazine

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August 19, 2024

JFS Wealth Advisors is delighted to announce that it has again been named a Top Registered Investment Advisor (RIA) by Financial Advisor magazine’s annual RIA Survey and Ranking. In 2024, JFS moved into the top 150 firms.

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Gray Divorce: The Financial Implications

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August 15, 2024

While weathering the emotional storms that divorce often brings, both parties must try to have a clear-eyed view of some financial realities. Let’s consider four that are likely to be most important for many couples experiencing “gray divorce.”

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JFS Wealth Advisors Names New Partners

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August 15, 2024

JFS Wealth Advisors, a full-service wealth management firm with 9 locations, announced that effective from July 1, 2024, Aaron K. Dayton, CFP®, Kevin Renne, CFP®, CEPA™, and Gregory Reif, CFP® have been promoted to Partners.

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Is It Time for a Financial Review? Things to Check at Mid-Year

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July 26, 2024

You should periodically review your financial plan as a whole and compare where you are now to where you want to be. Let’s take a look at four things you should review at mid-year.

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Recent News: What’s Happening at JFS – Q2 2024

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July 17, 2024

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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After the Job Change: Questions to Ask about Your New 401(k) Plan

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July 15, 2024

Most of us know that changing jobs means making a few adjustments: a new HR department, a different office culture, different responsibilities, and others. But another important difference is the new employer’s 401(k) plan—or other type of available employer sponsored retirement plan.

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