JFS Wealth Advisors

Newsletters

Inflation Protection for Investment Dollars

Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
Fixed for Life: What Can an Annuity Do for You?

Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
Cheaper Hearing Aids Are Coming to a Store Near You

Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.