JFS News & Resources

Articles, newsletters and community happenings

Stay informed – bookmark this page and check it regularly for insights, updates, white papers, special reports, seminars, events and other financial resources.

JFS Articles of Interest

From market trends to financial planning

Fourth Quarter Market Commentary, February, 2012

Robert Jazwinski, CPA/PFS, CFP, president and founder, presents a Fourth Quarter Market Commentary. The presentation provides a review and background of the market returns of 2011 and what our expectations of returns are going forward. Listen to the presentation.

Please note the presentation may take several minutes to load and requires Adobe Flash Player.
Click here to download a free copy of Adobe Flash Player.

FAQs for Near-Retirees, January, 2012

The following frequently asked questions about retirement income should help those nearing retirement know if they are on track to meet their income needs.