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

SJS Q4 2021 Outlook including our reflections on 2021 and what we are excited about for 2022, how your finances may change in 2022, important dates and events in Q1 2022, and Tom Kelly’s healthy newborn child Oliver Kelly.

We detail changes to official federal legislation, proposed legislation, and other financial planning considerations that may impact you and your family in 2022.

We asked four SJS Team members across the country to look back on 2021 to describe what they will remember, and to talk about what they are excited about for 2022.

We would like to welcome Katie Floyd to the SJS Team in Sylvania, Ohio! Katie serves as Associate Advisor.

In my experience, a successful business exit requires honesty, especially with the person in the mirror. Acknowledging your dependence on the success of the business is worthy of contemplation and soul-searching.

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.

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

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

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

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“.

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

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.

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.

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.

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

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