SF Financial Blog

We help individuals and families pursue their ideal retirements.

Mutual Funds for Retirement Bliss? Are They Still Relevant?

By Barb | July 14, 2023

These are questions I often come across clients who question the relevance of mutual funds in today’s dynamic financial landscape. Let’s see if mutual funds…

View the Full Article

Embracing the Three Phases of Retirement

By Barb | July 7, 2023

Retirement is a significant milestone in one’s life, offering a chance to enjoy the fruits of our labor and pursue our passions. As a pre-retirement…

View the Full Article

Embrace Meaningful Adventures in Retirement!

By Barb | June 30, 2023

We understand that finding fulfilling activities to fill your extra hours during retirement can be challenging. So let’s explore strategies to help you embrace the…

View the Full Article

Unveiling Retirement’s Healthcare Realities

By Barb | June 23, 2023

Retirement comes with the gift of time, and that means you can finally focus on your health. Regular check-ups, preventive care, and adopting a healthier…

View the Full Article

The 70-80% Rule: A General Guideline for Determining a Good Monthly Retirement Income

By Barb | June 9, 2023

Retirement is an important phase in life that requires careful planning to ensure financial security. One of the key considerations when planning for retirement is…

View the Full Article

Planning for Retirement: Exploring the Three Most Common Retirement Plan
Types

By Barb | June 1, 2023

Retirement planning is an essential part of financial planning that requires careful consideration of various factors. One crucial aspect of retirement planning is selecting the…

View the Full Article

Retirement Income: What Is Considered ‘Good’ and How to Achieve It

By Barb | May 5, 2023

A good retirement income is typically one that allows you to maintain your standard of living without having to worry about running out of money…

View the Full Article

Retirement Planning Made Easy: 5 Key Steps to Secure Your Financial Future

By Barb | April 12, 2023

Retirement planning is an essential process that helps you achieve financial security in your golden years. It is a process that requires careful consideration and…

View the Full Article

Roth IRA – Convert or Contribute?

By Barb | September 4, 2019

Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement…

View the Full Article

5 Common Mistakes to Avoid in Retirement

By Barb | August 23, 2019

You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire…

View the Full Article

What’s Your Risk Tolerance?

By Barb | August 8, 2019

Risk tolerance is the level of risk, or market ups and downs, an investor is willing and able to tolerate. An aggressive investor, one with…

View the Full Article

3 Ways to Boost Your Social Security Benefits

By Barb | July 31, 2019

A question we hear often is “Is it possible to increase my Social Security benefits?” The answer is yes, there are 3 basic ways 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