The “Magic” of Lifetime Income Planning
In a recent appointment with prospective clients to SFS, we were discussing the pros and…
SFSFebruary 2, 2023
Renters – Take Note!
Homeownership may be out of the cards for many people. Some have been priced out…
SFSJanuary 1, 2023
Episode 32: Impact of Inflation on Social Security – COLA
Power Up Wealth podcast – Impact of Inflation on Social Security – Episode 32 transcript:…
SFSDecember 30, 2022
Episode 30: The Power of Tax-Loss Harvesting
Power Up Wealth podcast – The Power of Tax-Loss Harvesting – Episode 30 transcript: Sharla…
SFSDecember 9, 2022
This Is Not a Fed Pivot
Making good decisions and sticking with them for a long time is a recipe for…
SFSDecember 5, 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
Episode 29: Inflation-Proof Spending Habits
Power Up Wealth podcast – Inflation-Proof Spending Habits – Episode 29 transcript: Sharla Jessop 0:00Inflation…
SFSNovember 22, 2022