IRA Rollover versus 401(k)
If you have ever left a 401(k) at a previous job, you are probably wondering…
SFSMarch 18, 2015
Black Swan Events & Your Investments
Dear Valued Financial Partners and Friends, Black Swan Events are events that are unexpected and…
SFSMarch 9, 2015
Fear Leads to 3 Costly Mistakes
To hear bad news, all you have to do is turn on the TV. Every…
SFSJanuary 15, 2015
Need Help Allocating Your 401(k)?
One of the most common questions we get at SFS is “How should I invest…
SFSJanuary 6, 2015
9 Ways to Reduce Taxable Income This Year
It is hard to believe 2014 is swiftly drawing to a close. At this point,…
SFSDecember 16, 2014
Fraud Alert: Email Scam
Hopefully everyone knows not to reply to an email sent by a “Nigerian prince.” However,…
SFSOctober 29, 2014
What’s Your Happiness Index?
We have all heard the adage “Keeping up with the Joneses.” For many, this adage…
SFSOctober 13, 2014
How Long Will You Live?
Financial planning would be a lot easier if we knew exactly how long each of…
SFSSeptember 30, 2014
Encore! Encore!
Leaving a legacy is wonderful, but have you considered living a legacy? Up to this point…
SFSAugust 26, 2014
Women and Investing – Defining Your Future
Understanding money – how to make it work for you – is important to everyone.…
SFSMarch 6, 2014