The days of working for the same company for an entire career and getting “the gold watch” at retirement are long over. This is especially true for Millennials and GenZ, who make up a majority of the “younger half” of the workforce. This means that many of these workers will be switching employers—and 401(k) plans—more frequently. What questions should you ask about your new company’s plan? Our article offers some guidance. https://lnkd.in/ebq_uiwC
JFS Wealth Advisors
Financial Services
Hermitage, PA 763 followers
We guide our clients to peace of mind by assisting them with meeting life's challenges by thriving financially.
About us
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Since 1986, what began with Bob Jazwinski and a one-person office in Hermitage, PA, has evolved into a team of in-house subject matter experts across the realms of financial planning, investments, business growth and transitions, tax strategies and compliance, and business retirement plan services. We have nine locations and serve over 2,000 clients nationwide in more than 40 states. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on our promises. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Financial Planning, Business Growth & Transitions, Business Retirement Plans, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of quality service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their nest egg and manage financial decisions.
- Website
-
https://www.jfswa.com
External link for JFS Wealth Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Hermitage, PA
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Investment Management, Retirement Planning, Tax Planning & Return Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, Philanthropic Planning, and Business Retirement Plan Management
Locations
Employees at JFS Wealth Advisors
-
Thomas Alvaré, CPA, Personal Financial Specialist
Managing Principal, Senior Wealth Advisor at JFS Wealth Advisors
-
Saverio (Sam) Paglioni, CIMA®
Partner at JFS Wealth Advisors
-
Kevin Renne, CFP®, CEPA™
Wealth Advisor at JFS Wealth Advisors
-
Debra Meixell
Client Relationship Specialist at JFS Wealth Advisors
Updates
-
Kristen Devlin and Linda Ruggia recently volunteered at the Mattie Dixon Community Cupboard, an organization striving to keep families together by providing them with goods and services to help them become self-sufficient in time. Learn more here: https://lnkd.in/e93mBcnk
-
As financial advisors, we help clients navigate various life events. So, we know that the loss of a spouse is an extremely difficult time. Cash flow and budgeting are major concerns for widows in the months and years after the loss of their loved one. In our recent webinar, we shared some practical and actionable advice on how widows can manage the loss of a once-regular income stream and what their Social Security check will look like moving forward. Watch the full webinar here: https://lnkd.in/gneKrU7i
-
Over the long run, financial markets tend to absorb market events and distractions and consistently move on to new highs. Maintaining a long-term approach and balancing assets between short-term needs and growth is important for meeting lifetime goals. If you are unsure where you stand, talk to our advisory team about this balance. Read our full market commentary.
Market Comments - Q2 2024 | JFS Wealth Advisors
jfswa.com
-
Over the long run, financial markets tend to absorb market events and distractions and consistently move on to new highs. Maintaining a long-term approach and balancing assets between short-term needs and growth is important for meeting lifetime goals. If you are unsure where you stand, talk to our advisory team about this balance. Read our full market commentary.
Market Comments - Q2 2024 | JFS Wealth Advisors
jfswa.com
-
Real wealth stems from a strategic mindset and effective habits. Focus on: • Having clear financial goals. • Practicing disciplined saving and spending. • Investing for long-term growth. • Establishing passive income streams. • Managing debt wisely. • Being strategic about taxes. Explore our guide to building sustainable wealth: https://lnkd.in/gXTgURGU #WealthManagement #FinancialPlanning
Building Real Wealth: It All Starts with the Right Frame of Mind | JFS Wealth Advisors
jfswa.com
-
Maintaining an up-to-date estate plan is crucial for distributing your assets according to your wishes and minimizing potential legal complications. Here are five important reasons to review your estate plan: • Federal Estate Tax Exemption Changes: The current exemption of $13.6 million per person will drop to approximately $7 million in 2026. Plan accordingly to avoid higher taxes. • Access to Digital Assets: Include provisions for digital assets to prevent delays and additional costs for your fiduciaries. • Understanding Your Documents: Have clear documents to reflect your current wishes accurately. • Life Changes: Events such as marriage, divorce, or the birth of a child can necessitate updates to your estate plan. • Charitable Giving: Explore different methods of leaving a legacy to your preferred charities, maximizing tax benefits. At JFS Wealth Advisors, we are dedicated to helping you navigate these complexities and secure your financial future. Read more here: https://lnkd.in/gZQtqHsv #EstatePlanning #FinancialAdvisory
5 Reasons to Review Your Estate Plan | JFS Wealth Advisors
jfswa.com
-
A lot can happen in six months. It’s time to pause and review the markets for the first half of the year. Join us for our Mid-Year Market, Economic, and Election Update as our Chief Investment Officer, Manish Upadhyay, CAIA® CIMA®, is joined by special guest Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management, for this virtual event. In this market review, we will be looking at: • Market and Economic Overview • Election Impact • Artificial Intelligence in Investing Register for this webinar on July 30 at 11 am ET here: https://lnkd.in/gNJ8s3Nm #MarketUpdate #EconomicUpdate
Register: Mid Year Market, Economic, & Election Update | JFS Wealth Advisors
jfswa.zoom.us
-
In this increasingly digital age, it makes sense that digital assets are becoming more important. And yet, many people fail to consider how to protect their digital assets—the contents of computers, smartphones, and other computing devices—or to include them in their estate planning. Our article offers important guidance for how to manage these important assets and also to ensure they are handled properly following your passing. https://lnkd.in/gC9GY3B9
Protecting Your Digital Assets and Devices | JFS Wealth Advisors
jfswa.com
-
We are delighted to share the news that JFS Wealth Advisors is a finalist in the 10th Annual WealthManagement.com Industry Awards. Congratulations to our Business Growth & Transitions team for being recognized under the Client Initiatives category. Well done to Louis V. Colella, CPA, PFS, CFP®, CEPA, Sean Gibbon, CPA/PFS, CFP®, CEPA, Kevin Renne, CFP®, CEPA™, Ryan Kennis, CFP®, CEPA™, Casie Merchant, CFP®, Austin Sambuco, CFP®, Jacqueline Palm, and Alicia Umbel for all their hard work and dedication building this new service. No compensation was provided to obtain or market this award. #Wealthies #WMIA https://lnkd.in/gPZzDavM
JFS Wealth Advisors Named a Finalist in the WealthManagement.com 2024 Industry Awards| JFS Wealth Advisors
jfswa.com