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MJS Blog

Creating Smart Resolutions for Your Financial Future

January 15, 2019
Jacob Jaegle, CFP®

We often hear from our clients that their children or grandchildren use the turn of the year to make financial resolutions. However, statistics show less than 10 percent of resolution-makers actually achieve their goals. This post shares some tips to help your next generation succeed.

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What the New Standard Deduction Means for Charitable Giving – and You

December 21, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

The Tax Cuts and Jobs Act, passed in December 2017, doubled the standard deduction, making it harder to claim the tax deduction for charitable contributions. While organizations know donors aren’t solely motivated by tax incentives, this post outlines options that may still be available to help with your taxes.

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Retiring Early – Is Financial Independence Possible?

December 5, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Is your goal to have financial independence a lot earlier than the normal retirement age? Before you make any decisions on your retirement strategy, read through these varying points of view and keep these considerations in mind.

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There’s a Chance You’ll Have to Retire Early – Stay Prepared

November 15, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

According to a recent survey, nearly half of retirees left the workplace sooner than they had planned. To help ensure you enjoy your soon-to-be retirement - especially as some situations happen unexpectedly – we have highlighted some key points that will help provide financial security later in life.

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Is the Market Correction Giving You a Scare? Remember This

October 30, 2018
Drew Barnes, CFP®

The broader indices that are commonly tracked (i.e. S&P 500, Dow Jones Industrial Average, NASDAQ Composite) are now either in, or close to, correction territory. While the news stories and headlines present a “scary” picture, here are some statistics and information that show just how strong of an environment the U.S. is currently in.

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Preparing Your Children for Financial Wellness

October 24, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

By evaluating and learning from the biggest financial mistakes of previous generations, you can help your children start college off on the right foot and prepare them for a successful financial future. Start with these four simple steps.

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Introducing Raymond James Insurance Express

October 18, 2018
Drew Barnes, CFP®

Our team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.

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Ten-Years Since the Great Recession - Will History Repeat Itself?

October 10, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Ten years after the day that set in motion the Great Recession, the U.S. is experiencing another record-breaking series of positive historic events. Some are taking this opportunity to analyze the past decade and prepare for any “historic” experiences that may arise in the future. We recommend this tip as they do so.

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The Unique Considerations for Blended Families When Calculating Life Insurance

October 3, 2018
Jacob Jaegle, CFP®

The need for life insurance can go beyond simply replacing income. What is becoming a much more regular conversation is the increase need of life insurance for blended families. This post discusses factors to consider and shares a helpful case study.

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Newly Proposed Regulations from the TCJA

September 18, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Last month, the IRS released proposed regulations regarding the new 20 percent deduction on qualified business income (QBI) for passthrough businesses. This post describes at what the new regulations state, including what categorizes a Specified Service Trade or Business (SSTB), which are not eligible for QBI deduction if they have higher income.

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What the New Standard Deduction Means for Charitable Giving – and You

December 21, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

The Tax Cuts and Jobs Act, passed in December 2017, doubled the standard deduction, making it harder to claim the tax deduction for charitable contributions. While organizations know donors aren’t solely motivated by tax incentives, this post outlines options that may still be available to help with your taxes.

Read More

Retiring Early – Is Financial Independence Possible?

December 5, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Is your goal to have financial independence a lot earlier than the normal retirement age? Before you make any decisions on your retirement strategy, read through these varying points of view and keep these considerations in mind.

Read More

There’s a Chance You’ll Have to Retire Early – Stay Prepared

November 15, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

According to a recent survey, nearly half of retirees left the workplace sooner than they had planned. To help ensure you enjoy your soon-to-be retirement - especially as some situations happen unexpectedly – we have highlighted some key points that will help provide financial security later in life.

Read More

Is the Market Correction Giving You a Scare? Remember This

October 30, 2018
Drew Barnes, CFP®

The broader indices that are commonly tracked (i.e. S&P 500, Dow Jones Industrial Average, NASDAQ Composite) are now either in, or close to, correction territory. While the news stories and headlines present a “scary” picture, here are some statistics and information that show just how strong of an environment the U.S. is currently in.

Read More

Preparing Your Children for Financial Wellness

October 24, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

By evaluating and learning from the biggest financial mistakes of previous generations, you can help your children start college off on the right foot and prepare them for a successful financial future. Start with these four simple steps.

Read More

Introducing Raymond James Insurance Express

October 18, 2018
Drew Barnes, CFP®

Our team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.

Read More

Is the Market Correction Giving You a Scare? Remember This

October 30, 2018
Drew Barnes, CFP®

The broader indices that are commonly tracked (i.e. S&P 500, Dow Jones Industrial Average, NASDAQ Composite) are now either in, or close to, correction territory. While the news stories and headlines present a “scary” picture, here are some statistics and information that show just how strong of an environment the U.S. is currently in.

Read More

Preparing Your Children for Financial Wellness

October 24, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

By evaluating and learning from the biggest financial mistakes of previous generations, you can help your children start college off on the right foot and prepare them for a successful financial future. Start with these four simple steps.

Read More

Introducing Raymond James Insurance Express

October 18, 2018
Drew Barnes, CFP®

Our team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.

Read More

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