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.

It’s important to teach financial concepts and skills to the next generation so they can be prepared as their responsibilities increase. No matter how old your child or grandchild is, whether working a summer gig or not, we’ve come up with a few fun summer activities you can do with them.

Considering when to take your Social Security benefit can seem like a daunting task for some, while others feel it’s an easy choice. However, there are many variables to consider before electing to start your benefits. Here are our top 5 tips to maximize your Social Security benefit:

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.

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.

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.

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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