October 8, 2024

SJS News

Scott Savage

SJS Investment Services Recognized In CNBC's ...

SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.

October 8, 2024

SJS News

Scott Savage

SJS Investment Services Recognized In The ...

SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.

October 8, 2024

SJS News

SJS Investment Services

New SJS Perrysburg, Ohio Office!

We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!

October 8, 2024

Investing

Thomas Kelly, CFA

Election Time

Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?

October 8, 2024

Financial Planning

Bobby Adusumilli

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.

Retirement Planning

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.

Scott Savage

September 24, 2020

Retirement Plans

What Is The Value Of Your Advisor? - Retirement Plans

Scott Savage

September 24, 2020

Retirement Plans

What do plan sponsors find important when it comes to structuring and managing retirement plans for their participants?

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.

Andrew Schaetzke, CFP®

January 3, 2020

Financial Planning

Increased 401(k), 403(b) Contribution Limits In Effect For 2020

Andrew Schaetzke, CFP®

January 3, 2020

Financial Planning

Increased 401(k), 403(b) Contribution Limits In Effect For 2020

The IRS has announced new retirement account contribution guidelines for 2020. Contributing more to your retirement accounts now can lead to a lower tax bill – not to mention more income in retirement.

Jennifer Smiljanich, CFP®

April 5, 2017

Financial Planning

Is It Time to Throw Out the ‘Three-Legged Stool’?

Jennifer Smiljanich, CFP®

April 5, 2017

Financial Planning

Is It Time to Throw Out the ‘Three-Legged Stool’?

Social Security and private pensions are less secure than in the past. It’s up to us to do more individually to save for retirement. What tools do we have?