Scott Savage

April 4, 2024

Community Involvement

Our Family Has Grown By Four Feet!

Scott Savage

April 4, 2024

Community Involvement

One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.

Jennifer Smiljanich, CFP®

January 5, 2024

Financial Planning

Planning (Financially) For The New Year

Jennifer Smiljanich, CFP®

January 5, 2024

Financial Planning

As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.

Scott Savage

January 5, 2024

SJS Outlook

SJS Outlook: Q4 2023

Scott Savage

January 5, 2024

SJS Outlook

The SJS Q4 2023 Outlook includes our insights on small town values, MarketPlus® Investing, and planning financially for the new year. We also highlight new SJS Team members and look forward to Q1 2024.

Jennifer Smiljanich, CFP®

October 4, 2023

Financial Planning, Community Involvement

You Can't Take It With You

Jennifer Smiljanich, CFP®

October 4, 2023

Financial Planning, Community Involvement

In addition to family gifting, many individuals support giving to organizations that aim to help their communities. We highlight some strategies to make the most of your giving dollars.

Scott Savage

October 4, 2023

SJS Outlook

SJS Outlook: Q3 2023

Scott Savage

October 4, 2023

SJS Outlook

The SJS Q3 2023 Outlook includes our insights on gifting and charitable contributions as well as U.S. real estate. We also look forward to Q4 2023.

Scott Savage

April 12, 2023

SJS Annual Report

SJS 2022 Annual Report

Scott Savage

April 12, 2023

SJS Annual Report

The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.

Scott Savage

January 5, 2023

SJS Outlook

SJS Outlook: Q4 2022

Scott Savage

January 5, 2023

SJS Outlook

The SJS Q4 2022 Outlook includes our insights on the U.S. bond market over the past year, steps to help you plan financially for the new year, a thank you to Bev Langley, and looking forward to Q1 2023.

Jennifer Smiljanich, CFP®

January 5, 2023

Financial Planning

Planning (Financially) For The New Year

Jennifer Smiljanich, CFP®

January 5, 2023

Financial Planning

We have some suggestions for concrete actions to start your new year on the right foot, financially.

Jennifer Smiljanich, CFP®

October 3, 2022

Financial Planning

Supporting You At A Time Of Loss

Jennifer Smiljanich, CFP®

October 3, 2022

Financial Planning

When you lose a loved one, particularly a spouse, we are here for you. We have helped many individuals over the last twenty-seven years find their footing and renewed confidence.

Jennifer Smiljanich, CFP®

July 22, 2021

Financial Planning

Transition From Work Income To Retirement Income

Jennifer Smiljanich, CFP®

July 22, 2021

Financial Planning

Transition From Work Income To Retirement Income

When we spend as much as thirty or more years of our life working and saving for retirement, the idea of “undoing” our life’s work might seem a little unsettling.

Jennifer Smiljanich, CFP®

April 22, 2021

Investing

The Case For International Diversification

Jennifer Smiljanich, CFP®

April 22, 2021

Investing

The Case For International Diversification

While history has shown that US stock markets have handily outperformed international developed markets in nine of the last eleven calendar years, we may be due for a sea change.

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®

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.

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.

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.

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.

Jennifer Smiljanich, CFP®

August 21, 2020

Financial Planning, Introduction to Investing

Saving as a Young Professional: Give Yourself Options

Jennifer Smiljanich, CFP®

August 21, 2020

Financial Planning, Introduction to Investing

Saving as a Young Professional: Give Yourself Options

Wise decisions and actions today can often give you more options tomorrow. To that end, we will revisit some strategies behind a solid investment plan.

Jennifer Smiljanich, CFP®

July 9, 2020

Financial Planning

Mid-Year Updates: IRA And PPP Rules

Jennifer Smiljanich, CFP®

July 9, 2020

Financial Planning

The government passed the CARES Act and other stimulus to help provide more financial flexibility. We offer a summary of how those rulings may affect you.

Jennifer Smiljanich, CFP®

January 29, 2020

Financial Planning

The SECURE Act Shifts The Rules Of Retirement

Jennifer Smiljanich, CFP®

January 29, 2020

Financial Planning

The SECURE Act Shifts The Rules Of Retirement

We’ve highlighted some of the more significant modifications within the SECURE Act that affect your retirement planning.