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MJS Blog

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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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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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?

Read More

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.

Read More

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..

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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