A Smart Start in 2022 2022Money MattersNewsletter A Smart Start in 2022 Taking advantage of financial opportunities requires action and, in some cases, even inaction. Doing a…SFSJanuary 1, 2022
How Does Social Security Fit in Your Retirement Plan? 2021Money MattersNewsletter How Does Social Security Fit in Your Retirement Plan? If you asked Americans, retired or within five years of retiring, where their retirement income…SFSNovember 1, 2021
Women and Retirement Challenges – Planning for Inflation 2021Money MattersNewsletter Women and Retirement Challenges – Planning for Inflation In today’s environment, inflation is a common topic. Whether you are at the grocery store,…SFSSeptember 1, 2021
Women and Retirement Challenges 2021Money MattersNewsletter Women and Retirement Challenges The pandemic expanded the chasm women face when planning for retirement. Many women put their…SFSJuly 1, 2021
What is the hubbub about cryptocurrency? 2021Money Matters What is the hubbub about cryptocurrency? In 2008, digital currency was invented. Known as cryptocurrency, it is a virtual way to…SFSMay 1, 2021
Taxing Times 2021Money MattersNewsletter Taxing Times It is that time of the year! Tax season is upon us. As you gather…SFSMarch 1, 2021
Are You Thinking of Refinancing? 2021Money Matters Are You Thinking of Refinancing? With interest rates at historic lows, there is a lot of talk about refinancing current…SFSJanuary 1, 2021
The Sandwich Generation Expands 2020Money Matters The Sandwich Generation Expands Living in the Sandwich Generation describes more Americans today than it did in the past.…SFSNovember 1, 2020
What is in a name? 2020Money MattersNewsletter What is in a name? When it comes to designating a beneficiary – everything! It is hard to remember how…SFSSeptember 1, 2020
Living a Financially Balanced Life 2020Money MattersNewsletter Living a Financially Balanced Life Applying a balanced perspective has an impact in many areas of our lives, from eating…SFSJuly 1, 2020