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.

Scott Savage

November 30, 2021

Financial Planning

The "NOT SO" Great Resignation

Scott Savage

November 30, 2021

Financial Planning

Successful leaders I have been around focus on their employee experience because their employees are the folks who usually interact with their customers.

Andrew Schaetzke, CFP®

November 22, 2021

Financial Planning

2022 IRS Changes - Retirement Plans and Social Security

Andrew Schaetzke, CFP®

November 22, 2021

Financial Planning

2022 IRS Changes - Retirement Plans and Social Security

To help you plan for 2022, we provide this information regarding limits, thresholds, and changes for retirement plans and Social Security.

Scott Savage

November 18, 2021

Financial Planning

Retirement Plan Options For Business Owners

Scott Savage

November 18, 2021

Financial Planning

Retirement Plan Options For Business Owners

To help you differentiate between the most commonly adopted retirement plans by small businesses, we provide this resource.

Andrew Schaetzke, CFP®

November 12, 2021

Financial Planning

6 Tax-Saving Strategies For You And Your Portfolio

Andrew Schaetzke, CFP®

November 12, 2021

Financial Planning

6 Tax-Saving Strategies For You And Your Portfolio

For taxable investors, the following strategies may help you save money on taxes without lowering your potential investment returns.

Thomas Kelly, CFA

October 28, 2021

Financial Planning

Tax Smart Considerations Before Year-End

Thomas Kelly, CFA

October 28, 2021

Financial Planning

Tax Smart Considerations Before Year-End

In collaboration with your SJS Advisor and other trusted professionals, here are some tax smart things you can consider before year-end.

Scott Savage

October 20, 2021

Financial Planning

Your Business Exit: Monetizing Your Life's Work Webinar

Scott Savage

October 20, 2021

Financial Planning

Your Business Exit: Monetizing Your Life's Work Webinar

SJS Founder & CEO Scott Savage’s webinar on “Your Business Exit: Monetizing Your Life’s Work“.

Kirk Ludwig, CFIP, AIF®

October 14, 2021

Investing

There's Always Something To Worry About

Kirk Ludwig, CFIP, AIF®

October 14, 2021

Investing

There will always be something to worry about, but with the right portfolio design and disciplined approach, you can whether almost any storm.

Scott Savage

October 6, 2021

SJS News

SJS Investment Services Recognized In CNBC's 2021 FA 100 Ranking

Scott Savage

October 6, 2021

SJS News

SJS Investment Services Recognized In CNBC's 2021 FA 100 Ranking

SJS Investment Services has been recognized in CNBC’s 2021 FA 100 Ranking, an annual ranking of registered investment advisory (RIA) firms within the United States.

Scott Savage

October 5, 2021

SJS Outlook

SJS Outlook: Q3 2021

Scott Savage

October 5, 2021

SJS Outlook

SJS Q3 2021 Outlook on the SJS 100-Year Vision, what you can control even if you are worried about the markets, tax-smart considerations before year-end, and the SJS 20-Year Club.

Scott Savage

September 30, 2021

Client Service

The SJS 100-Year Vision

Scott Savage

September 30, 2021

Client Service

I am very proud to say that SJS celebrated its 26th anniversary in July 2021. I want SJS to be a 100-year firm, serving multiple generations of your families and organizations.

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.

Scott Savage

September 7, 2021

Client Service

What's Love Got To Do With It?

Scott Savage

September 7, 2021

Client Service

We love our clients. How that love is delivered by SJS and felt by our clients depends on the Love Language we use.

Scott Savage

September 2, 2021

Financial Planning

Checklist For Selling Your Business

Scott Savage

September 2, 2021

Financial Planning

Your process for selling your business will likely include these steps.

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.

Scott Savage

August 16, 2021

Financial Planning

Generating Cash Without Selling Your Business Or Investments

Scott Savage

August 16, 2021

Financial Planning

Generating Cash Without Selling Your Business Or Investments

I offer two cash-generating ideas in lieu of selling your business or investments that have gone way up in value.

Bobby Adusumilli

August 12, 2021

Financial Planning, Introduction to Investing

Four Investment Accounts Young Investors Should Know About

Bobby Adusumilli

August 12, 2021

Financial Planning, Introduction to Investing

Four Investment Accounts Young Investors Should Know About

Knowing which investment accounts to store your money can be challenging. We detail four investment accounts that can aid you in growing your wealth over time.

Scott Savage

August 5, 2021

Financial Planning

Emotions Of Selling A Business

Scott Savage

August 5, 2021

Financial Planning

In our work with business owners, we ask them, “What does your life look like after you sell your business?” Many times, we get a blank look.

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.

Scott Savage

July 27, 2021

SJS News

SJS Investment Services Recognized In Financial Advisor Magazine’s 2021 Registered Investment Advisor Ranking

Scott Savage

July 27, 2021

SJS News

SJS Investment Services Recognized In Financial Advisor Magazine’s 2021 Registered Investment Advisor Ranking

SJS has been recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.