SF FinancialBLOG

We help individuals and families pursue their ideal retirements.

Your Spouse Just Passed Away – What Should You Do?

By Barb | June 11, 2019

The death of a spouse is one of the most devastating events of a person’s life. During this difficult time, do not make any major…

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When Does a Roth Conversion Make Sense?

By Barb | May 22, 2019

With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in…

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How Do You Create a Simple Retirement Income Plan?

By webteam | April 6, 2019

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It’s Tax Season for Your 2018 Returns – Will You Owe More?

By webteam | March 25, 2019

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Why is Laddering a Smart Strategy For Your Finances?

By webteam | March 20, 2019

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What Can Indexed Annuities Do For You?

By webteam | March 6, 2019

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Financial Vows for Money-Savvy Couples

By webteam | February 22, 2019

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How Can You Plan For Long-Term Care?

By webteam | February 19, 2019

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Do You Have to Take Your Required Minimum Distribution?

By webteam | February 5, 2019

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Managing Your Finances

By webteam | January 28, 2019

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How to Double Your Money

By webteam | January 15, 2019

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How to Set and Keep Financial Goals

By webteam | January 2, 2019

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