SF Financial Blog

We help individuals and families pursue their ideal retirements.

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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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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.…

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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…

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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…

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