Is High Inflation Over? What’s Next?
Like you, I am tired of rising prices. At a local store, a dozen eggs…
SFSFebruary 2, 2023
The “Magic” of Lifetime Income Planning
In a recent appointment with prospective clients to SFS, we were discussing the pros and…
SFSFebruary 2, 2023
Should I tap into my 401(k)?
Being laid off feels like a gut punch. As you transition, you might wonder what…
SFSFebruary 2, 2023
How Are Americans Doing?
At the end of 2019, Americans held around $1 trillion in savings—not a small sum.…
SFSDecember 2, 2022
Who Wants to Save on Taxes?
Only one type of person complains about paying taxes, one with a heartbeat. We all…
SFSDecember 2, 2022
Social Security in 2023
The 8.7% increase in Social Security benefits could create excess money for some retirees in…
SFSDecember 2, 2022
The Power of Tax Planning
Most people have experienced the process of gathering their tax information. The software, or tax…
SFSDecember 2, 2022
Positional Advantage
I love the game of chess. For more than a millennium, the game has challenged…
SFSOctober 6, 2022
The Power of Tax-Loss Harvesting — Mikal Aune
Stocks have been on a roller coaster ride this year, leaving some people wondering if…
SFSOctober 6, 2022