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MJS Blog

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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The First Step to Understanding the New QBI Deduction of the TCJA

September 6, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

A new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.

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An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”

August 22, 2018
Drew Harper, CFA, CFP®

This last of a two-part post explains some of the ways the industry applies an organization’s Environmental, Social and Governance (ESG) ratings into sustainable investment strategies. It discuss how investors can incorporate a range of investment solutions that utilize these strategies to varying degrees.

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An Evidence-Based Approach to Sustainable Investing -Part I: Setting the Sustainable Stage

August 16, 2018
Drew Harper, CFA, CFP®

In this first of a two-part post, I bring sustainable investing into tighter focus. I'll introduce a few key terms and summarize how sustainable investment priorities may vary depending on individual goals.

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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.

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

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.

Read More

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.

Read More

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.

Read More

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