SF Financial Blog

We help individuals and families pursue their ideal retirements.

An older couple sits close together outdoors on a blanket of fallen leaves, surrounded by vibrant yellow autumn foliage. The woman wears a cream-colored shawl and holds a leaf, while the man wraps an arm around her. Both look content and peaceful, gazing into the distance.

FALL Into an AutumnAZING Season

By Barb | September 23, 2023

As the leaves begin their graceful descent from the trees, a new season dawns – not just in nature, but in life. Retirement, often dubbed…

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An older man with white hair and glasses sits alone at a table in a cozy restaurant or café, focused on writing or reading paperwork. He wears a light blue button-up shirt and has an intent, thoughtful expression. Used dishes and a glass of wine are visible on the table, suggesting he’s finishing a meal while working.

Retirement Planning for Small Business Owners

By Barb | September 15, 2023

Whether you’re just starting your entrepreneurial journey or you’ve been running your own show for a while now, it’s never too early (or too late)…

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A joyful senior couple stands by the seaside, with rocky cliffs and a coastal town in the background. The man points excitedly toward the horizon while smiling, and the woman, wearing sunglasses, leans into him with a content expression. The warm sunlight highlights the scenic view and their happy moment together.

Jet-Setting on a Budget

By Barb | September 11, 2023

🌍✈️ Retirement doesn’t mean bidding farewell to your wanderlust dreams. In fact, it’s the perfect time to explore the world while being mindful of your…

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A glass jar labeled "RETIREMENT" filled with coins sits on a wooden surface, symbolizing retirement savings. In the background, a classic black alarm clock shows the time, suggesting the importance of time and planning for retirement.

Retirement Ahead -> How Much Money Do You Really Need?

By Barb | September 1, 2023

First off, kudos to you for thinking ahead! 🎉 Retirement is your time to shine, relax, and enjoy life without the 9-to-5 grind. But let’s…

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A row of brightly colored Adirondack chairs—red, light blue, orange, yellow, green, teal, and pink—faces a calm blue ocean under a clear sky. The chairs are arranged on a grassy patch, evoking a peaceful and relaxing coastal retirement setting.

The Allure and Realities of Retiring Early: A Comprehensive Guide

By Barb | August 25, 2023

Are you tired of the daily grind, dreaming of leisurely mornings and the freedom to explore your passions? The concept of early retirement has gained…

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Retirement Reinvented – Cultivating Joy through Homesteading

By Barb | August 18, 2023

Picture this: a cozy farmhouse, lush gardens, chickens clucking happily, and the tranquility of a simpler, more self-sufficient life. That’s the common landscape of homesteading…

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Navigating Recession as a Retiree

By Barb | August 11, 2023

Fearing an imminent recession? Well, who wouldn’t? Retirement is a time of relaxation and fulfillment, but recession can create uncertainty and worry. But fear not!…

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The Impact of Debt on Your Retirement

By Barb | August 4, 2023

Retirement is a time to enjoy the fruits of your labor, relax, and pursue your dreams. However, one factor that can cast a shadow on…

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Smart Retirement Planning Tips for 20-Somethings

By Barb | July 21, 2023

Congratulations! You’re at the beginning of an incredible journey, and now is the perfect time to start planning for your retirement. Let’s explore some smart…

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Mutual Funds for Retirement Bliss? Are They Still Relevant?

By Barb | July 14, 2023

These are questions I often come across clients who question the relevance of mutual funds in today’s dynamic financial landscape. Let’s see if mutual funds…

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Embracing the Three Phases of Retirement

By Barb | July 7, 2023

Retirement is a significant milestone in one’s life, offering a chance to enjoy the fruits of our labor and pursue our passions. As a pre-retirement…

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Embrace Meaningful Adventures in Retirement!

By Barb | June 30, 2023

We understand that finding fulfilling activities to fill your extra hours during retirement can be challenging. So let’s explore strategies to help you embrace the…

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