Bobby Adusumilli

October 8, 2024

Financial Planning

Financial To-Dos Before The End Of The Year

Bobby Adusumilli

October 8, 2024

Financial Planning

Financial To-Dos Before The End Of The Year

As we approach the end of the year, we want to highlight some important financial items to review before the new year.

Bobby Adusumilli

March 25, 2022

Financial Planning

What Should You Do About Student Loans?

Bobby Adusumilli

March 25, 2022

Financial Planning

By understanding and preparing for the benefits as well as costs of higher education options, you can make better higher education decisions for your family for both now and the future.

Scott Savage

December 30, 2021

Client Service

Looking Back On 2021, Looking Ahead To 2022

Scott Savage

December 30, 2021

Client Service

Looking Back On 2021, Looking Ahead To 2022

We asked four SJS Team members across the country to look back on 2021 to describe what they will remember, and to talk about what they are excited about for 2022.

Andrew Schaetzke, CFP®

December 9, 2021

Financial Planning

Saving For Emergencies

Andrew Schaetzke, CFP®

December 9, 2021

Financial Planning

Emergency savings can help you weather the toughest times, providing a cushion so that you can stay committed to your financial plan for the long-term.

Andrew Schaetzke, CFP®

September 16, 2021

Financial Planning

What Should You Consider When Moving Out Of State?

Andrew Schaetzke, CFP®

September 16, 2021

Financial Planning

What Should You Consider When Moving Out Of State?

To help you figure out what issues to consider if you move out of state, we provide this resource.

Andrew Schaetzke, CFP®

August 26, 2021

Financial Planning

What Accounts Should You Consider If You Want To Save More?

Andrew Schaetzke, CFP®

August 26, 2021

Financial Planning

What Accounts Should You Consider If You Want To Save More?

To help you figure out what accounts to use if you want to save more, we provide this resource.

Andrew Schaetzke, CFP®

July 30, 2021

Financial Planning

What Should You Consider If You Suddenly Receive Wealth?

Andrew Schaetzke, CFP®

July 30, 2021

Financial Planning

What Should You Consider If You Suddenly Receive Wealth?

To identify some considerations that may arise if you suddenly receive a large amount of wealth, we offer this guide.

Andrew Schaetzke, CFP®

June 17, 2021

Financial Planning

What Should You Consider When Reviewing Your Investments?

Andrew Schaetzke, CFP®

June 17, 2021

Financial Planning

What Should You Consider When Reviewing Your Investments?

To help you figure out what to consider when reviewing your investment plan, we provide this resource.

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.

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.

Lisa Denstorff

July 31, 2020

Financial Planning

The Importance Of Preparation

Lisa Denstorff

July 31, 2020

Financial Planning

Over 25+ years of working with clients, we have learned that effective preparation can help you avoid potential problems and undesired outcomes in the future.

Jeff Yost

July 24, 2020

Financial Planning

What To Do When Your Baby Grows Up

Jeff Yost

July 24, 2020

Financial Planning

With so many things to think about while raising good kids, do you have concerns that your child is not yet ready to shoulder this responsibility on his or her own?