SF FinancialBLOG

We help individuals and families pursue their ideal retirements.

High Interest, High Stakes (Can a Retiree Thrive in a Rising Rate World?)

By Barb | October 6, 2023

Financial stability during your golden years is paramount. One factor that can significantly impact your retirement plans is the prevailing interest rates. Now, what really…

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Why Yoga for Retirees?

By Barb | September 29, 2023

As you approach the golden years, it’s essential to prioritize your overall well-being. One fantastic way to stay fit during retirement is by embracing the…

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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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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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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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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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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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