SF FinancialBLOG

We help individuals and families pursue their ideal retirements.

Don’t Let Timing Ruin Your Retirement

By Barb | June 30, 2019

Did you know that one of the greatest risks to your retirement portfolio can happen in the first years you retire? The timing of when…

Read More

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

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