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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 Wealth Advisors’ Sean Gibbon named to AICPA Standing Ovation Recognition Program

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June 6, 2024

JFS Wealth Advisors is thrilled to announce that Wealth Advisor Sean M. Gibbon, CPA/PFS, CFP®, CEPA™ has been selected to receive the AICPA Standing award in recognition of his achievements in personal financial planning and contribution to the profession.

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JFS Wealth Advisors’ Joseph Salmen named a 30 Under 40 by Shenango Valley Chamber of Commerce

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June 6, 2024

JFS Wealth Advisors is delighted to announce that Wealth Advisor Joseph D. Salmen, CFP®, has been recognized as one of Shenango Valley Chamber of Commerce’s 2024 30 Under 40 honorees.

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JFS Wealth Advisors’ Director of Financial Planning Featured in MoneyGeek

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June 3, 2024

JFS Wealth Advisors' Director of Financial Planning provides insights into navigating the complexities of financial preparedness, offering helpful advice to empower readers in making informed decisions for a secure financial future.

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Cognitive Decline: Protecting Yourself from Financial Challenges

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May 28, 2024

People are generally living longer. This is good news! We have more time to do things we want to do, go to places we want to go, and spend time with people we want to spend time with. Longevity, however, does come with challenges, and one of them is the possibility of experiencing cognitive decline in the later stages of life.

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Six Financial “First Steps” for New Parents

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May 24, 2024

Anyone who has ever been a parent remembers that moment when you’ve just brought your new baby home from the hospital and the reality hits you: You’re going to be a parent for the rest of your life!

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Launching in May 2024: Exit Planning Institute Mahoning-Shenango Valley Chapter

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May 3, 2024

Launching in May 2024: Exit Planning Institute Mahoning-Shenango Valley Chapter Exit planning is quickly becoming one of the fastest growing industries due to the staggering number of baby boomer business owners set to transition their businesses over the next five to ten years. To ensure local owners achieve their goals, a collaborative group of Mahoning-Shenango […]

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