A Window of Opportunity
Many people adopt a set-it-and-forget-it mindset when it comes to retirement savings. In most cases,…
SFSApril 25, 2025
Is Your Retirement Account a Tax Bomb?
Conventional wisdom has said to put as much away as possible into tax-deferred retirement vehicles,…
SFSAugust 8, 2023
Managing a Mountain of Risk
Going up the mountain, a climber has a good perspective of where to place each…
SFSMay 31, 2023
Episode 41: Tapping Into Your Retirement Account
Power Up Wealth podcast – Tapping Into Your Retirement Account – Episode 41 transcript: Sharla…
SFSApril 21, 2023
SECURE Act 2.0
With a new year and the passing of SECURE Act 2.0, there are many changes…
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
Episode 34: Who Wants to Save on Taxes?
Power Up Wealth podcast – Who Wants to Save on Taxes? – Episode 34 transcript:…
SFSJanuary 25, 2023
The Power of Tax Planning
Most people have experienced the process of gathering their tax information. The software, or tax…
SFSDecember 2, 2022
Episode 22: Company Stock Down Big?
Power Up Wealth podcast – Company Stock Down Big? – Episode 22 transcript: Sharla Jessop…
SFSAugust 30, 2022
The Final Dash
I recently read the results of a study by Ramsey Solutions with 10,000 millionaire participants.…
SFSJuly 28, 2022