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MJS Blog

Click. Book. Meet. Scheduling An Appointment With Us Has Never Been Easier

May 23, 2019
Tom Jacobsen, MBA

You’re busy. We get it - and that’s why we’ve made it more convenient to schedule an appointment with us. Learn about the new online feature in this post.

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Why Single Women Need to Up Their Retirement Planning Game

May 2, 2019
Alexa Kane, CFP®, CDFA™

There are multiple reasons women are behind the eight ball when it comes to retirement preparation and savings. Read why retirement planning is especially hard for single women and what they can do to improve their odds of successfully financing that season of life.

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"Stand Up and Be Proud"

April 25, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

What our team does makes a difference to a lot of people. We are very proud of that and it is the reason why we wanted to share this announcement in my latest blog post.

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Does Your Real Estate Rental Income Qualify for a QBI Deduction?

April 10, 2019
Drew Barnes, CFP®

There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.

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How the New Tax Law May Affect You—and How to Possibly Lower Your Bill Next Year

March 21, 2019
Jacob Jaegle, CFP®

The jury is still out on how the Tax Cuts and Jobs Act (TCJA) will impact the average American tax return. Here’s a rundown of the changes that may have impacted you in 2018. It’s never too early to start thinking about next year.

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Even Scholarly Statistics Can Be Their Own Form of Click Bait

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

Click bait – those online headlines you can’t resist. Even scholarly statistics can be twisted in a way that tells a story the author wants you to hear. This post shares a timely example and the lesson to walk away with.

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For Love & Money: Successfully Pursuing Financial Goals as a Young Couple

February 21, 2019
Drew Barnes, CFP®

Studies show that for a majority of Millennial couples, financial decisions are a source of tension. Sharing financial goals and then planning for them is critical to achieving financial peace of mind. This post shares some guidelines to get the conversation rolling.

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What the Stock Market Would Tell You, If It Could Talk

February 5, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Feeling anxious about the financial events of 2018? You're not alone. In this post, we share our in-depth research of the stock market to shine a little light on the past in hopes of helping you look at the future with more objectivity. You'll learn why we feel positive for the coming year.

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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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What the Stock Market Would Tell You, If It Could Talk

February 5, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Feeling anxious about the financial events of 2018? You're not alone. In this post, we share our in-depth research of the stock market to shine a little light on the past in hopes of helping you look at the future with more objectivity. You'll learn why we feel positive for the coming year.

Read More

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.

Read More

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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How the New Tax Law May Affect You—and How to Possibly Lower Your Bill Next Year

March 21, 2019
Jacob Jaegle, CFP®

The jury is still out on how the Tax Cuts and Jobs Act (TCJA) will impact the average American tax return. Here’s a rundown of the changes that may have impacted you in 2018. It’s never too early to start thinking about next year.

Read More

Even Scholarly Statistics Can Be Their Own Form of Click Bait

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

Click bait – those online headlines you can’t resist. Even scholarly statistics can be twisted in a way that tells a story the author wants you to hear. This post shares a timely example and the lesson to walk away with.

Read More

For Love & Money: Successfully Pursuing Financial Goals as a Young Couple

February 21, 2019
Drew Barnes, CFP®

Studies show that for a majority of Millennial couples, financial decisions are a source of tension. Sharing financial goals and then planning for them is critical to achieving financial peace of mind. This post shares some guidelines to get the conversation rolling.

Read More

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