SF Financial Blog

We help individuals and families pursue their ideal retirements.

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How Financially Literate Are You? A Self-Assessment Checklist

By Barb | April 19, 2024

April is here, and it’s not just about spring showers and blooming flowers—it’s also Financial Literacy Month. This time of year, we’re all encouraged to…

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A glass jar labeled "RETIREMENT" filled with coins sits on a wooden surface, with a vintage black alarm clock in the background, symbolizing saving money and the passage of time leading up to retirement.

Is It Ever Too Late to Plan for Retirement? A Straight Talk

By Barb | April 12, 2024

Wondering if the retirement ship has sailed without you? Good news: it’s never too late to get started. Even though kicking things off earlier is…

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An elderly woman with short gray hair and glasses sits indoors, resting her chin on her hand and gazing thoughtfully out the window, conveying a sense of reflection or contemplation.

7 Retirement Insights: Lessons I Wish We All Knew Sooner

By Barb | April 5, 2024

Retirement, huh? It’s the phase of life many of us dream about during those long office hours or endless meetings. But as many folks have…

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Wooden letter blocks spelling "INVESTMENT" are arranged in front of a calculator, with financial charts in the background, symbolising financial planning and investment decisions.

Ready to Start Investing with Just Pocket Change? Here’s How

By Barb | March 29, 2024

Diving into the investment world might seem like an exclusive club for those with substantial financial backing, but it’s time to break down those barriers.…

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A young woman in a graduation cap and gown holds a diploma and smiles while standing between two proud parents, celebrating her academic achievement outdoors.

How Parents Can Help with Student Loans Without Delaying Retirement Dreams

By Barb | March 22, 2024

Tackling college costs for our kids while keeping an eye on our own retirement? Yeah, it’s a lot. But, believe it or not, there’s a…

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Graph paper with the words "tax refund"

8 Key Tips to Maximize Your Refund in 2024

By Barb | March 15, 2024

Tax season is here again, and if you’re retired, you’ve got some unique chances to boost your refund. The tax world can be a maze,…

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A woman holding a yellow watering can looks thoughtfully at a tree with dollar bills instead of leaves, symbolizing financial growth, investment, or money management.

How to Create Retirement Income That Will Last Your Whole Life

By Barb | March 8, 2024

Heading into retirement is like stepping into a new phase of life where the adventure begins anew. Ensuring you’ve got a steady flow of income…

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A woman wearing glasses holds her hand to her forehead with a worried or regretful expression, suggesting she may have made a mistake or is feeling stressed or overwhelmed.

5 Retirement Planning Mistakes Women Make and How to Correct Them

By Barb | March 1, 2024

Retirement planning can seem like a daunting task, especially with the unique set of challenges women often face. From juggling career breaks to managing a…

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A multi-generational family sits closely together outdoors, smiling and laughing, with grandparents in the center surrounded by their adult children and grandchildren, capturing a joyful and loving moment.

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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An older man wearing glasses listens attentively during a consultation with a female doctor or healthcare professional, who is holding a digital tablet, in a bright office setting.

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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A businessman in a suit poses thoughtfully with his hand on his chin, overlaid with images of a city skyline and financial graphs, symbolizing investment decisions, economic analysis, or corporate strategy.

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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A close-up image showing U.S. currency and a white label with the text "401k Savings," symbolizing retirement planning and financial savings.

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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