JFS Wealth Advisors

We’re hiring for an Associate Wealth Advisor at our Hermitage, PA office. The right person will fulfill our clients’ financial planning needs while utilizing a team approach. You will have the opportunity to learn, grow and add value to our clients by working alongside our experienced staff of Wealth Advisors. For more information and to apply, visit our website here: https://lnkd.in/g7RrUUZC

In your mid-life, you may have raised kids, bought a house, followed a rewarding career, and enjoyed the ride. Now you're ten years from retirement and asking, am I prepared for retirement? This can be a tricky question because as time has passed, your considerations for retirement can change. We have identified some critical areas for you to factor into this review. Areas like: ? Identifying your income sources ? Cash flow and budgeting in retirement ? Evaluate your retirement accounts and other investments You can use our recent article to guide your research and learn more here: https://lnkd.in/gWMVsbkF #financialplanning #financialadvisors

Do you want to keep more of what you earn? We all live uniquely busy lives, from the family dinner this weekend to the business trip at the end of this quarter. Taxes are often the last thing we think about when earning money. By utilizing tax planning services, you can find ways to keep more of your money. As you navigate through life and earn more – the importance of planning will rise accordingly. Learn more here: https://lnkd.in/g2yXACFM #financialplanning #taxplanning

Who will look after you as you age in your own home? In a past webinar, Bode Hennegan from Life Managers & Associates discussed this important topic with Barbara Glover, CFP?, CCFC and our audience. They explored how to find the right person to provide support when you need it in retirement. Whether it’s a family member, home health aides, or a care manager, having a plan is essential. Catch the full webinar here: https://lnkd.in/gwxfd6Wu #retirementplanning #financialadvisors

"One of the big trigger points that I heard was really the sense of urgency when fraudsters are trying to gain access. So it’s a great reminder it’s okay to slow down, and it’s okay to talk to your advisor and your known phone number for your financial institution to confirm that it is indeed an accurate request.” —Constance Amstutz, CFP? on how fraudsters exploit your instincts. To learn more, watch the full webinar here: https://lnkd.in/db9vN8Uh

One of the iron-clad rules of wealth-building is “Spend less than you earn.” The majority of the truly wealthy are thrifty, exercise discipline around their budget, and subscribe to the habit of “paying themselves first.” A healthy savings account is perhaps the best way to assure yourself of an emergency fund, which is a vital protection against reaching for a credit card when life’s inevitable unexpected expenses occur. We help our clients to actively build wealth. Speak to one of our fiduciary financial advisors today: https://lnkd.in/d8GY82kY

Meet Our Wealth Management Team in Lancaster, PA! Located in the heart of PA Dutch Country, our Lancaster office offers personalized financial guidance built on trusted principles for individuals, families, and businesses. Our team of CERTIFIED FINANCIAL PLANNER? professionals is here to help you grow wealth, plan estates, and design a secure retirement. From family wealth services to tailored retirement plans, we serve clients across sectors—including healthcare and manufacturing. Learn more about our Lancaster team and services: https://lnkd.in/g3XhyqA9 #financialadvisors #lancasterfinancialadvisors

Last month, six members of our JFS Wealth Advisors team celebrated their work Anniversaries. We want to congratulate: Jessica Grimes, 2 Years Jason Oyler, 2 Years Emily Semmelroth, 2 Years Jeanette Shaffer, 3 Years Ryan Kennis, CFP?, CEPA?, 3 Years Linda Ruggia, 15 Years Thank you for your continued hard work and dedication. #JFSTeam

Life insurance can bring up many questions and uncertainties, often seen as a complex choice with numerous policies and ownership options to navigate. While we can't predict the future, we can take steps to lessen the impact of challenges for our families. Thoughtful insurance planning is a key part of your financial strategy, offering peace of mind for you and your loved ones. https://lnkd.in/gxMr9u3u #financialplanning #financialadvisors

Are you confident you’re making the most of your Medicare benefits? Understanding the intricacies of Medicare is critical to ensuring you receive the healthcare coverage you deserve. Join JFS Wealth Advisors for a virtual event, "Maximizing Your Medicare Benefits: What You Need to Know," hosted by Barbara Glover, CFP?, CCFC, featuring Medicare advisor Edward Birk. With over 41 years of experience as an insurance broker, Ed will share essential information to help you navigate Medicare with confidence. Topics to be covered: - Understanding Medicare Coverage Options - Navigating Enrollment Periods - Maximizing Your Benefits https://lnkd.in/eJw8hMme