SF Financial Blog

We help individuals and families pursue their ideal retirements.

A small glass jar labeled "Pension" with a few coins inside sits on a table, with a blurred elderly woman in the background holding her head in concern, overlaid on a background of financial charts, symbolizing worries about retirement savings.

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…

View the Full Article
A happy senior couple sits closely together outdoors, smiling and enjoying each other's company, conveying a sense of love, companionship, and contentment in retirement.

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…

View the Full Article
A joyful multi-generational family wearing Santa hats and festive sweaters gathers around a Christmas dinner table, holding sparklers and smiling in front of beautifully decorated Christmas trees.

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…

View the Full Article
A clipboard holding a document titled "Long-Term Care Insurance" placed on a wooden surface.

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…

View the Full Article
Smiling senior couple packing kitchen items into cardboard boxes in a bright, modern kitchen, possibly preparing for a move.

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…

View the Full Article
Senior couple sitting closely together, reviewing a document with serious expressions, possibly discussing finances or healthcare plans.

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…

View the Full Article

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…

View the Full Article
Older woman painting on a canvas in a brightly lit art class, surrounded by other adults focused on their own artwork.

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.…

View the Full Article
Smiling female caregiver handing a glass of water to an elderly man sitting on a couch in a bright, comfortable room.

A Healthy Approach to Retirement Healthcare

By Barb | November 10, 2023

As you approach your golden years, it’s essential to invest not only in your financial well-being but also in your physical and mental health. After…

View the Full Article
Group of diverse volunteers wearing matching shirts, engaged in a cheerful conversation outdoors, with one older woman holding a clipboard.

Finding Fulfillment? Give Back in Your Golden Years

By Barb | November 3, 2023

As you’re on the cusp of your retirement, you might be wondering how to fill those glorious hours of newfound freedom. Sure, golf and lounging…

View the Full Article

Unmasking 10 Scary and Spooky Retirement Myths

By Barb | October 27, 2023

What could be scarier than the myths and misconceptions that haunt the world of retirement planning? Just like those ghoulish costumes, it’s time to unmask…

View the Full Article
An older woman with short white hair and glasses sits at a kitchen table, focused on reading a document. She wears a light blue long-sleeve shirt and rests one hand on her chin. A laptop is open in front of her, and the background shows a tidy kitchen with potted plants and kitchenware.

Understanding Retirement Account Rollovers (A Step-by-Step Guide)

By Barb | October 20, 2023

As you embark on the exciting journey towards your golden years, it’s crucial to ensure that your hard-earned savings are working their hardest for you.…

View the Full Article

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a master class.

Or give us a call at 719.597.2179