Scott Savage

June 9, 2021

Financial Planning

Scott Savage Discusses His Book, "Your Business Exit: Monetizing Your Life’s Work"

Scott Savage

June 9, 2021

Financial Planning

SJS Investment Services Founder & CEO Scott Savage sat down with the Family Wealth Alliance to discuss insights from his book, "Your Business Exit: Monetizing Your Life’s Work."

Scott Savage

June 3, 2021

Financial Planning

Growing A Business Is A Series Of Mistakes

Scott Savage

June 3, 2021

Financial Planning

Growing A Business Is A Series Of Mistakes

26 years later and having tasted every flavor of humble pie, I offer a number of experienced-based ways to reduce the risk of making the next big mistake.

Andrew Schaetzke, CFP®

May 27, 2021

Financial Planning

How To Save More Money

Andrew Schaetzke, CFP®

May 27, 2021

Financial Planning

We provide this resource to help you determine ways to save and invest more in tax-efficient ways.

Scott Savage

May 21, 2021

Financial Planning

When To Sell Your Business

Scott Savage

May 21, 2021

Financial Planning

If you don’t know whether you want to sell your business or how you would go about selling your business, we recommend starting with the following steps.

Andrew Schaetzke, CFP®

April 27, 2021

Financial Planning

How Would President Biden's Tax Plan Impact Your Finances?

Andrew Schaetzke, CFP®

April 27, 2021

Financial Planning

How Would President Biden's Tax Plan Impact Your Finances?

President Biden’s administration recently released details of a proposed tax plan. To help you determine how the proposed tax plan may impact your finances, we provide these resources.

Jennifer Smiljanich, CFP®

April 13, 2021

Financial Planning

Thanks IRS, Here We Go Again!

Jennifer Smiljanich, CFP®

April 13, 2021

Financial Planning

The IRS recently announced a delay to the date for filing and making 2020 federal tax payments, from April 15, 2021 to May 17, 2021. This change applies to individual returns.

Jennifer Smiljanich, CFP®

March 18, 2021

Financial Planning

Financial Gifting Strategies For Your Family

Jennifer Smiljanich, CFP®

March 18, 2021

Financial Planning

Financial Gifting Strategies For Your Family

Many people want to explore how they can make gifts to family members without affecting their own financial security. We offer these possible gifting options.

Jennifer Smiljanich, CFP®

February 23, 2021

Financial Planning

Financial Considerations When Facing Divorce

Jennifer Smiljanich, CFP®

February 23, 2021

Financial Planning

Financial Considerations When Facing Divorce

We understand the transition when facing divorce, and will support your well-being, financial and otherwise. Some topics you should consider include the following.

Scott Savage

February 18, 2021

Financial Planning

Helping You, Not Judging You

Scott Savage

February 18, 2021

Financial Planning

People generally don’t want to feel judged for past financial decisions. Many current clients waited a long time to meet with me initially because they were feeling insecure and embarrassed about their past decisions.

Kirk Ludwig, CFIP, AIF®

February 11, 2021

Financial Planning

The Sum Of Its Parts

Kirk Ludwig, CFIP, AIF®

February 11, 2021

Financial Planning

Like for a bicycle or car, you need all of the pieces in all of the right places for your investment portfolio to work properly.

Thomas Kelly, CFA

February 4, 2021

Financial Planning

SJS 2021 Capital Markets Expectations: Making Sense Of The Future

Thomas Kelly, CFA

February 4, 2021

Financial Planning

SJS 2021 Capital Markets Expectations: Making Sense Of The Future

SJS uses our 2021 Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.

Jennifer Smiljanich, CFP®

January 27, 2021

Financial Planning

Generation To Generation - Financial Planning Questions As You Get Older

Jennifer Smiljanich, CFP®

January 27, 2021

Financial Planning

As we move from young adulthood into careers and perhaps marriage and child-rearing and beyond, our priorities shift to try to answer questions like the following.

Thomas Kelly, CFA

January 12, 2021

Financial Planning

Should You Change Your Financial Plan Because Of A One-Party Government?

Thomas Kelly, CFA

January 12, 2021

Financial Planning

Should You Change Your Financial Plan Because Of A One-Party Government?

It appears that Democrats will control the Presidency and Congress. Naturally, the question many clients have been asking is “What does this mean for my portfolio?”

Jennifer Smiljanich, CFP®

December 22, 2020

Financial Planning

Are Your Assets Protected From Cyber Attack?

Jennifer Smiljanich, CFP®

December 22, 2020

Financial Planning

Are Your Assets Protected From Cyber Attack?

The alter ego to the Internet’s free-flow of information is “cybercrime.” There are several steps you can take to help protect your personal, private information.

Andrew Schaetzke, CFP®

December 11, 2020

Financial Planning

There's Always Something Smart To Do: Harvesting Losses

Andrew Schaetzke, CFP®

December 11, 2020

Financial Planning

There's Always Something Smart To Do: Harvesting Losses

Some taxable clients have recently asked us: what can we do with our harvested losses? Investors may have the following options.

Andrew Schaetzke, CFP®

December 9, 2020

Financial Planning

2021 Financial Planning: Tax Rates, Retirement Plan Contributions, and More

Andrew Schaetzke, CFP®

December 9, 2020

Financial Planning

We want to provide the below resource to help you easily find important financial planning numbers for 2021.

Jennifer Smiljanich, CFP®

October 29, 2020

Financial Planning

Always Expect The Unexpected

Jennifer Smiljanich, CFP®

October 29, 2020

Financial Planning

Here is a short list of what you can do now to ease the burden on your loved ones in case some unexpected event prevents you from caring for your family.

Andrew Schaetzke, CFP®

October 1, 2020

Financial Planning

When Should You Refinance Your Mortgage?

Andrew Schaetzke, CFP®

October 1, 2020

Financial Planning

When Should You Refinance Your Mortgage?

What should you think about when considering refinancing a mortgage? We provide this resource for you to help determine whether to refinance your mortgage.

Scott Savage

September 10, 2020

Financial Planning

How To Maintain Wealth For Generations

Scott Savage

September 10, 2020

Financial Planning

Did you know that 70 percent of millionaire families lose their wealth by the second generation (grandchildren)? It doesn’t have to. Here’s what you need to know.

Jennifer Smiljanich, CFP®

September 3, 2020

Financial Planning

Leave The Worrying To Us

Jennifer Smiljanich, CFP®

September 3, 2020

Financial Planning

It can take extra effort to practice patience as an investor. We believe it is more useful to spend our time on the things we can control.