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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.
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.
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!
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 help local owners to achieve their goals, a collaborative group of […]
Artificial Intelligence has been around for decades, but it is now demanding more and more of our attention. Without question, this technology holds tremendous promise for our ability to create more and more sophisticated computer programs; indeed, this potential is driving much of the current pricing activity in the financial markets, with companies such as chipmaker NVIDIA, Meta, Inc. (formerly Facebook), Amazon.com, and others receiving increasingly high valuations because of their investment in and use of AI technology.
What does “financial independence” mean to you? For many, this phrase may connote always making enough money to be able to afford the lifestyle they want. In other words, they equate financial independence with “making good money.”