SF FinancialBLOG

We help individuals and families pursue their ideal retirements.

What Are the Benefits of Estate Planning? Here’s Why It’s a Game-Changer

By Barb | February 23, 2024

When you hear “estate planning,” you might picture something reserved for the rich and famous, right? Think again! Estate planning is a must-have tool in…

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Understanding Medicare

By Barb | February 16, 2024

The Basics and Common Queries Navigating the complexities of healthcare in retirement can be daunting, especially when it comes to understanding Medicare. As individuals approach…

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The Psychology of Investment Slowdowns…

By Barb | February 9, 2024

Managing Emotions for Sound Decision Making In the world of investing, navigating through turbulent times is inevitable. From market downturns to unexpected shifts in the…

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2024 401k Rules Adjust – Are You Making the Most of Updated Limits?

By Barb | January 20, 2024

As the new year kicks off, have you checked the latest on 401(k) contribution limits? Understanding the changes allows fully optimizing your strategy. This quick…

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What’s the Economic Outlook for Your Retirement?

By Barb | January 12, 2024

Wondering what major money events and economic trends might impact your retirement plans this year and beyond? As headlines make everything sound doom-and-gloom, let’s decode…

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Rocking Your Retirement in 2024 Even When Times Get Rocky

By Barb | January 1, 2024

I know you keep hearing certain doom-and-gloom forecasters throwing around the R-word (that’s “recession” for the macroeconomically uninitiated). Apparently some Wall Street number cruncher’s models…

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The Top 5 Christmas Eve Traditions for Retirees and Their Families

By Barb | December 22, 2023

There’s just something magical about Christmas Eve isn’t there? The palpable sense of anticipation hovering thick in the air. Twinkling lights adorning winter wonderlands right…

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Evaluating Long-Term Care Insurance: Is It Right for You?

By Barb | December 15, 2023

As you embark on the exciting journey toward retirement, it’s crucial to consider all aspects of your future well-being. One key puzzle piece in the…

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The Art of Downsizing… Tips for Simplifying Your Life Before Retirement

By Barb | December 8, 2023

Embarking on the journey towards retirement is an exciting chapter in life, but it often comes with the daunting task of downsizing. Don’t just simplify…

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Guide to Retirement Living Options

By Barb | December 1, 2023

What are the various retirement living options available to ensure your golden years are filled with comfort, security, and a sense of well-being? Here are…

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Evelyn’s Thanksliving Journey, A Thanksgiving Story!

By Barb | November 22, 2023

In Colorado Springs, where the autumn breeze carried whispers of gratitude, Evelyn, a retired schoolteacher found herself embracing the golden years of retirement. As Thanksgiving…

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Rediscover Hobbies, Reignite Your Spark

By Barb | November 17, 2023

When we think of retirement, we often picture relaxation and leisure, but it’s also an incredible opportunity to reignite your passions and explore new hobbies.…

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