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MJS Blog

Independence: Worth Celebrating!

July 2, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As the 4th of July approaches, we are all reminded how important the concept of “independence” is. For our firm, independence has a special meaning.

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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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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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M.J. Smith & Associates' 2019 Women’s Series Continues

June 6, 2019
Alexa Kane, CFP®, CDFA™

At the beginning of 2019, we announced a series of women’s events, designed to provide social interaction, education and a chance to give back to the community. This post summarizes the two enriching events held so far and outlines the two events to come. We'd love to have you join us.

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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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"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.

Read More

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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