Did you know that 70 percent of millionaire families lose their wealth by the second generation (grandchildren)? It doesn’t have to. Here’s what you need to know.
Financial Planning
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS News
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
Security
While the returns on your investments are important, so is the safety of your personal information and assets.
Financial Planning
To help you financially plan for 2025, we provide this resource with important numbers for the year.
