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MJS Blog

Understanding the Child Care Contribution Tax Credit: A Follow Up

May 28, 2020
Drew Harper, CFA, CFP®

In December 2019, we introduced you to the Colorado Child Care Contribution Tax Credit (CCTC). This post explains the benefits of making a contribution with a qualifying charitable distribution from an IRA, which can be significant for taxpayers over 70 1/2.

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New Year, New Contribution Limits

January 2, 2020
Brittany Rice, CFP®

The IRS increased retirement contribution limits for 2020. See more details in this post and and reach out to your retirement provider to take advantage of the increased maximum limits.

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Transferring a Trust: What You Need to Know

December 19, 2019
Drew Barnes, CFP®

Are you the beneficiary of a trust? There are likely many options available to you, and our team can help determine the best ones for you. In this post, read the reasons to consider transferring a trust, the benefits of doing so, and get to know Raymond James Trust, N.A..

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Understanding the Child Care Contribution Tax Credit

December 5, 2019
Drew Harper, CFA, CFP®

The Colorado Child Care Contribution Tax Credit (CCTC) was established to encourage greater private support of Colorado child care programs. For Colorado residents, the CCTC can offer significant tax savings, but you must act before the end of the year. Learn about the requirements and restrictions in this post.

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History 101: A Tale of Two Decades

November 21, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Watching the S&P 500 and its fluctuation can make people feel a little anxious. We know from studying the markets over the last 20 years that there will be highs and lows, but we also learn that market timing does not work. Read the tale in our post.

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How Should You Pay Your Wealth Advisor?

November 7, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Financial advisor compensation is on the minds of cost-conscious investors seeking access to high-quality financial advice. In this post, learn the three most popular methods of advisor compensation, the pros and cons of each, other important factors to consider, and how M.J. Smith & Associates charges clients.

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Getting the Biggest Bang for Your Credit Card Buck

October 17, 2019
Alexa Kane, CFP®, CDFA™

As your financial advisors, we certainly don’t advocate overuse of your credit card to the point you can’t pay off your balance every month; however, using a credit card wisely could offer some perks you may not be aware of. Here are some the benefits your credit card company may offer.

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File vs. Shred: How Long Do You Need to Keep Important Documents?

October 3, 2019
Jacob Jaegle, CFP®

If you’re thinking about cleaning up your files and records to make next year’s tax filing process easier, we have some tips on what you need to keep and for how long. We'll also talk about the benefit of RJ Vault.

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Who Do You Trust? Protecting Your Investments

September 19, 2019
Alexa Kane, CFP®, CDFA™

Financial fraud and exploitation are growing problems in the U.S., especially for our aging population. Protecting all of our investors, but especially those who are most vulnerable, is a top priority for M.J. Smith & Associates. Learn why naming a trusted contact is so important and the specific role this person plays.

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Why Interest Rates Should Interest You

September 9, 2019
Drew Barnes, CFP®

Interest rates are always a hot topic across the investment landscape. They affect the decisions you make with money in many ways, some more obvious than others. In this post, learn about current trends and how we feel about the news surrounding an inverted yield curve.

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Avoiding Investment Mistakes in an Election Year

May 14, 2020
Jacob Jaegle, CFP®

This post looks at data trends from the 22 elections since 1932 and gives insights surrounding the idea that there's a correlation between election years and market performance. These insights also shed light on some common mistakes investors make during election years.

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Social Security and Divorce: What Everyone Should Know

April 23, 2020
Alexa Kane, CFP®, CDFA™

The benefits you’re able to collect from Social Security following a divorce may impact your individual retirement plan. Learn how an ex-spouse can qualify for benefits on the earnings of their former spouse and some divorce-related Social Security issues.

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Highlights of the Coronavirus Aid, Relief, and Economic Security (CARES) Act

April 9, 2020
Jacob Jaegle, CFP®

The CARES Act was just passed in order to stymie an economic downfall resulting from the Coronavirus. There are several significant portions in the bill which may benefit you.

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Disciplined Patience

April 2, 2020
Drew Barnes, CFP®

This is a blog post we like to revisit each year as a reminder to help keep our clients invested, particularly during turbulent times. It's fascinating to see how updated data and information still support a message our team has held for years.

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Making the Most of Your Charitable Deductions

March 23, 2020
Alexa Kane, CFP®, CDFA™

The Tax Cuts and Jobs Act (TCJA) dramatically changed how charitable contributions are deducted. This major change has created new opportunities for multi-year tax planning. Here are a few strategies that might be right for you.

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What a Week it Was!

March 3, 2020
Drew Harper, CFA, CFP®

Well, last week was interesting, wasn’t it? Many headlines made conversations in the office and at home pretty gripping. Read this post to see how the recent volatility lies within the bigger picture.

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Disciplined Patience

April 2, 2020
Drew Barnes, CFP®

This is a blog post we like to revisit each year as a reminder to help keep our clients invested, particularly during turbulent times. It's fascinating to see how updated data and information still support a message our team has held for years.

Read More

Making the Most of Your Charitable Deductions

March 23, 2020
Alexa Kane, CFP®, CDFA™

The Tax Cuts and Jobs Act (TCJA) dramatically changed how charitable contributions are deducted. This major change has created new opportunities for multi-year tax planning. Here are a few strategies that might be right for you.

Read More

What a Week it Was!

March 3, 2020
Drew Harper, CFA, CFP®

Well, last week was interesting, wasn’t it? Many headlines made conversations in the office and at home pretty gripping. Read this post to see how the recent volatility lies within the bigger picture.

Read More

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