MJS Financial Group, LLC

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

7 Tax Breaks and Strategies Gen X Might Often Overlook

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

Why Taking Estate Planning Advice From Social Media Could Cost Your Family Dearly

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

Beyond Your Bank Account: The 5 Non-Financial Pillars of a Truly Happy Retirement

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax breaks for buying a vehicle, using a vehicle in your business.

Ask the Tax Editor, August 14: Tax Breaks for Vehicles In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax breaks for buying a vehicle, using a vehicle in your business and more.

As we observe this sacred day of reflection and atonement, may it bring peace, clarity, and renewal to all who honor it. G’mar Chatima Tova.

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Almost 20% Of Gen X Don’t Plan To Stop Working — 4 Better Retirement Options Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

Which Trust Type Saves Your Kids The Most Money? If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

Kids and Money: Trickle down impact of 529’s In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

Inflation, Debt and Diversification: The Financial Playbook From 250 Years Ago That Still Works Today

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

Feeling Secure vs. Being Secure: 3 Gut Checks for Your Finances - NerdWallet