What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Concerned about the social impact of your investments?
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Investing with Your Heart
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
The four most expensive words in the English language: “This time it's different” — Investor Sir John Templeton.
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Rebalancing Your Portfolio
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
The market is as unpredictable as the weather. We’re here to help you prepare.
PJSINVESTMENT.COM
Forecast
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?