The beginning of 2026 is a natural checkpoint to make sure your saving, gifting, and protection strategies still match the life you are living today. Your financial planning can benefit from a fresh look at the start of each year and we have a some actionable ideas to start the new year on the right foot, financially.

As you look ahead to 2026, it’s easy to feel overwhelmed by all the new financial and tax updates. To make things simpler, we want to highlight the key numbers to keep on your radar this year.

Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.

As we discussed in our last blog post, Congress passed the long-anticipated One Big Beautiful Bill Act (OBBBA). True to its name, this legislation covers a wide range of tax and financial provisions. And for business owners in particular, the impact is meaningful [1].

While many of us were enjoying fireworks and family time over the July 4th holiday, something else quietly lit up the sky in Washington—Congress passed the long-anticipated One Big Beautiful Bill Act (OBBBA). True to its name, this sweeping piece of legislation covers a wide array of tax and financial provisions designed to impact Americans at nearly every stage of life.

At SJS, we embrace the fact that great work can happen in the office or remotely. With four office locations and team members working across the country, flexibility isn’t just a benefit—it’s a strategic strength.

It’s no secret that the pace of innovation these days is supersonic. We all see the online videos of near-daily rocket launches and miraculous landings. And everyone seems to be asking the same question: how do we discern a good “innovation” from a not-so-good one?

At SJS Investment Services, we’re always looking for fresh perspectives on wealth and how it impacts families, communities, and future generations. On March 11, we attended an event at the Toledo Museum of Art’s Glass Pavilion, Next Generation Philanthropy: Purpose, Not Privilege, featuring a conversation between Kristen Keffeler, author of The Myth of the Silver Spoon and Aly Sterling Philanthropy.

Given recent price drops in US stocks, we wanted to offer our perspective on why maintaining discipline to target allocations may be one of the most important things we can do as investors.

To help you financially plan for 2025, we provide this resource with important numbers for the year.

The yield curve isn’t just an academic concept; it impacts real-life decisions.

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

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

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

To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.

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.

If you are lying awake asking yourself in the quiet of the night, “What should we do with our wealth when we die?”, please read on because in this article you will find potential answers, next steps, and resources.

In efforts to further improve retirement plan saving and investing, the SECURE 2.0 Act was signed into law in December 2022. We want to highlight how this act may impact your finances.

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

To help you financially plan for 2023, we provide this resource with important numbers for the upcoming year.