Protect Yourself from Financial Avalanches
All too often you hear the unfortunate story of a backcountry skier, snowboarder, or snowmobile…
SFSApril 5, 2016
Important Tax Information for 2016
Qualified Charitable Distributions (QCDs): On December 18, 2015, the President signed a law which includes…
SFSMarch 24, 2016
Americans Are Taking Control of Their Money
Do you remember what America was like in 2006? If we could give the year…
SFSMarch 16, 2016
Meals on Wheels
“Meals on Wheels” is a program that provides a nutritious meal, a friendly visit, and…
SFSMarch 8, 2016
IRA Charitable Donations Are Back…and This Time They Are Here to Stay!
For those of you over age 70 ½, a very beneficial tax law is back…
SFSFebruary 22, 2016
The Irony and The Ecstasy
Dear Valued Financial Partners and Friends, The evening news often features the familiar image of…
SFSFebruary 11, 2016
Investing in 2016 The Fed and Election Years
(1) Historically, when rates rise they rise sharply, but “this time will be different.” This…
SFSFebruary 4, 2016
Stocks Finish Their Worst Year Since 2008
“It’s tough to make predictions, especially about the future.” One cannot argue with these words…
SFSFebruary 1, 2016
Make 2016 Pay off Big!
Social Security – Beginning April 30, 2016, the “File and Suspend” and “lump sum payment…
SFSJanuary 26, 2016
Aging In Place
There are a lot of benefits out there just for seniors! In upcoming blog posts,…
SFSJanuary 7, 2016