Blog
The advisors of JL Smith are regularly cited for their financial knowledge in local, national, and industry news. Below are some of the most recent interviews of our team:
The Power of Compounding — in Health and Wealth
Discover the power of compounding in health and wealth: Learn how seemingly small decisions today can lead to significant outcomes tomorrow, whether in fitness routines or financial investments.
Read MoreElevating Wellness and Prosperity
Elevating Wellness and Prosperity: Unveiling the Potentials of Transformative Power of Weight Loss and Well-bein provides the insightful realm of "Holistic Wealth and Health," where prosperity transcends financial abundance to...
Read MoreUnveiling the Essence of Holistic Wealth Management
Unveiling the Essence of Holistic Wealth Management: Walking Through the Lens of Comprehensive Approach to Financial Well-Being. In this replay episode of the Holistic Wealth and Health Podcast, we had the pleasure of hosting Dave Alison...
Read MoreBuilding a Legacy: The Intersection of Family Unity and Financial Prosperity
Explore the vital link between family unity and generational wealth in our podcast with Chris Smith, founder of Family Brand. Learn actionable principles and discover why a strong family culture is key for high-net-worth individuals.
Read MoreNavigating Year-End Tax Strategies for High-Net-Worth Individuals
In our latest episode of the Holistic Wealth and Health Podcast, we dove deep into the critical subject of year-end tax planning and investment strategies. Tailored for high net-worth individuals, this episode is a treasure trove of...
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JL Smith | Wealth & Tax Planning Is a 2023 NorthCoast 99 Award Winner
Cleveland, Ohio – September 1, 2023 – JL Smith | Wealth & Tax Planning has been named a 2023 NorthCoast 99 award winner by ERC, the Employers Resource Council. The NorthCoast 99 award honors 99 great Northeast Ohio...
Read MoreTax Efficiency: 7 Ways to Manage, Defer, and Reduce Federal Taxes
Ready to make the most out of tax season? Learn about seven different tax-efficient strategies to help you save money.
Read MoreSix Financial Resolutions for the New Year
Ready to take the next step toward improving your financial health in the new year? Set these financial goals to set yourself up for future success.
Read MoreHow to Plan Your Holiday Budget
1 in 3 Americans overspend during the holiday season. Check out these financial tips from JL Smith on how to plan your holiday budget.
Read MoreSocial Security Myths You Should Know
There are a lot of myths surrounding social security, which can lead to endless questions. JL Smith is here to debunk a few social security myths.
Read MoreThe Benefits of a Retirement Bucket Strategy
JL Smith advisors can help you feel financially secure during your retirement years. Explore the benefits of a retirement bucket strategy.
Read MoreHow Financial Document Shredding Aids in Financial Security
Financial document shredding aids in financial security and can protect you against identity theft. Discover more about how to secure your finances.
Read MoreWorking With JL Smith: Frequently Asked Financial Planning Questions
A financial advisor can help you secure your financial future. Check out these FAQs to provide you with some clarity on working with JL Smith!
Read MoreSaving for College 101
As a parent or grandparent, paying for college can feel like a daunting task. Luckily, saving up enough money to send your child to the school of their dreams doesn’t have to keep you up at night.
Read MoreEverything You Need to Know When Asking Yourself “Do I Need a Financial Advisor?”
Not everyone knows the best time to start working with a financial advisor. Here are some situations to look for that may signal it is time to find an advisor.
Read MoreRetirement Risks: What You Need to Know to Prepare for Retirement
Despite Ohio being ranked one of the least expensive places to retire in the United States, Ohioans are still at risk of having their financial security tested if they don’t properly prepare for retirement.
Read MoreHelp Protect Yourself Against Cyber Attacks and Fraud
We take security seriously and consider it a partnership. We follow rigorous protocols to help protect your information. You can do the same by following these cybersecurity tips and best practices. Keep software up to date:...
Read MoreNavigating Geopolitical Events
The recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating geopolitical events requires expertise and flexibility.
Read MoreIs it Better to Have Medicare Advantage or Medigap?
With health insurance open enrollment well underway, many are registering to receive Medicare for the first time. Medicare, which is a federally funded health insurance program, offers subsidized healthcare services to individuals that...
Read MoreWhat is a Medicare Advisor?
In 1960, healthcare costs took up $27.2 billion, or 5%, of the United States’ gross domestic product (GDP). By 2018, U.S. healthcare hit an astonishing $3.5 trillion, which was 17.7% of the country’s GDP. In the United...
Read MoreHow to Transfer Property
In the United States, real estate has been—and continues to be—one of the most valuable financial investments a person can make. When estate planning; however, planning the transfer of that property can feel like a...
Read MoreWhen to Refinance Your Mortgage
If you are looking for ways to save money, refinancing your home may feel like a no-brainer. Lowering your interest rate, shortening your loan term, and tapping into your home’s equity are just a few possible outcomes for those...
Read MoreSocial Security Tips for Married Couples
When you think about Social Security, it can feel like an endless puzzle game to determine which Social Security benefits strategy is right for you and your family. When and how you apply for your benefits can result in a difference of...
Read MoreWhy Should You Work with a Fiduciary Financial Advisor
Throughout your career you have worked hard so that you could enjoy retirement properly without having to worry about money. Unfortunately, the financial advisor you choose to work with can ultimately have a huge impact on whether the...
Read MoreIt’s Never too Late to Work with a Financial Advisor
Many people assume there is a timeline they should follow when it comes to working with a financial advisor. However, this isn’t the case at all. There are different events and scenarios throughout a person’s life where it...
Read MoreMedicare Supplement vs Medicare Advantage
Turning 65 means that a lot of new opportunities are available to you. One item that most people will need to decide on when their 65th birthday arrives is what to do about Medicare. While everyone who is 65 or older has access to...
Read MorePersonal Finance Terms to Know Before Retirement
As you near retirement, it is common to become more concerned with your savings and investments. Unfortunately, unless you are a finance professional, some of the terminology that is often thrown around can be quite confusing. Coupled...
Read MoreTax Credits and Deductions You May Be Eligible For
It’s that time of year again when peoples’ hands start to get sweaty as they try to locate their W2s. It’s tax season. The thought of flipping through countless documents while figuring out which box to check on your...
Read More4 Signs It’s Time to Hire a Financial Advisor
Every one of us who spends years saving and building a nest egg does so with the purpose of either using the money during retirement, leaving it for family when we pass, or donating it to causes we believe in. Regardless of which...
Read MoreMedicare 101: What You Need To Know Before Enrollment
Nearing retirement? Have a 65th birthday coming up? If you answered “yes” to either, you may be wondering what your healthcare options are—and what you need to do to ensure proper health coverage. Of course, most...
Read MoreLegacy Planning: How to Protect the Financial Future of Your Spouse and Loved Ones
What happens after you die? Admittedly, it’s something not many of us like to think about nor necessarily know the answer to. Often, one of the biggest concerns people have is whether their spouse, children, and/or loved ones...
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