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

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

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

To help you figure out what issues to consider if you move out of state, we provide this resource.

To help you figure out what accounts to use if you want to save more, we provide this resource.

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

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.

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.

To identify some considerations that may arise if you suddenly receive a large amount of wealth, we offer this guide.

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.

To help you figure out what to consider when reviewing your investment plan, we provide this resource.

SJS Investment Services Founder & CEO Scott Savage sat down with the Family Wealth Alliance to discuss insights from his book, "Your Business Exit: Monetizing Your Life’s Work."

26 years later and having tasted every flavor of humble pie, I offer a number of experienced-based ways to reduce the risk of making the next big mistake.

We provide this resource to help you determine ways to save and invest more in tax-efficient ways.

If you don’t know whether you want to sell your business or how you would go about selling your business, we recommend starting with the following steps.

President Biden’s administration recently released details of a proposed tax plan. To help you determine how the proposed tax plan may impact your finances, we provide these resources.

The IRS recently announced a delay to the date for filing and making 2020 federal tax payments, from April 15, 2021 to May 17, 2021. This change applies to individual returns.

Many people want to explore how they can make gifts to family members without affecting their own financial security. We offer these possible gifting options.

We understand the transition when facing divorce, and will support your well-being, financial and otherwise. Some topics you should consider include the following.