SF FinancialBLOG

We help individuals and families pursue their ideal retirements.

How Can Social Security and Retirement Planning Work Together For Your Benefit?

By Barb | June 26, 2019

Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and investments.…

Read More

When is the Best Time to Retire?

By Barb | June 18, 2019

You might be asking yourself, “When should I retire? Should I retire early or defer it?” Deciding when to retire may not be just one…

Read More

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…

Read More

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…

Read More

How Do You Create a Simple Retirement Income Plan?

By webteam | April 6, 2019

Read More

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

By webteam | March 25, 2019

Read More

Why is Laddering a Smart Strategy For Your Finances?

By webteam | March 20, 2019

Read More

What Can Indexed Annuities Do For You?

By webteam | March 6, 2019

Read More

Financial Vows for Money-Savvy Couples

By webteam | February 22, 2019

Read More

How Can You Plan For Long-Term Care?

By webteam | February 19, 2019

Read More

Do You Have to Take Your Required Minimum Distribution?

By webteam | February 5, 2019

Read More

Managing Your Finances

By webteam | January 28, 2019

Read More

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 webinar.

Schedule a Meeting

Or give us a call at 719.597.2179