SF Financial Blog

We help individuals and families pursue their ideal retirements.

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…

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…

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…

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!…

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…

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…

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…

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…

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…

Unveiling Retirement’s Healthcare Realities

By Barb | June 23, 2023

Retirement comes with the gift of time, and that means you can finally focus on your health. Regular check-ups, preventive care, and adopting a healthier…

The 70-80% Rule: A General Guideline for Determining a Good Monthly Retirement Income

By Barb | June 9, 2023

Retirement is an important phase in life that requires careful planning to ensure financial security. One of the key considerations when planning for retirement is…

Planning for Retirement: Exploring the Three Most Common Retirement Plan
Types

By Barb | June 1, 2023

Retirement planning is an essential part of financial planning that requires careful consideration of various factors. One crucial aspect of retirement planning is selecting the…

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