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MJS Blog

M.J. Smith & Associates Joins Mercer Advisors

July 23, 2020
Mark J. Smith, CFP®, CPA/PFS, CIMA®

We have exciting news that M.J. Smith & Associates is now part of the Mercer Advisors wealth management firm. Read more in this post.

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You Could Do Your Own Financial Planning, But Should You?

February 26, 2020
Drew Harper, CFA, CFP®

With today's advanced technology, it's possible to manage your own investments, but you may still be left wondering if you’ve done the right thing. Your financial future isn’t something you should second guess or underperform.

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The SECURE Act: What Does It Mean for You?

February 6, 2020
Jacob Jaegle, CFP®

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year. There are some significant points in the law change that have been covered extensively in the media, but there are a myriad of smaller changes that are noteworthy as well.

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A Look Ahead: What Does 2020 Have in Store for Us?

January 28, 2020
Mark J. Smith, CFP®, CPA/PFS, CIMA®

The market’s story is always unfolding. Looking at historical data once again, and adding 2019 into the mix, what should we expect for 2020? Should we run to cash?

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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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What If the Market Goes Down Again?

July 2, 2020
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As of this writing, the markets hit a low point for 2020 on March 23. While we hope the lowest point is behind us, we know and understand that the current market shifts can be nerve wracking for investors. This post outlines some important points to consider if you’re concerned.

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Client Access Features: Vault and Aggregation

June 23, 2020
Tyler Schaefer

The Vault and the Aggregation Tool are great features within the Client Access platform that can save time and energy down the road. Learn their advantages in this post.

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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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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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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.

Read More

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.

Read More

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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