Early Returns Matter Most In Retirement
Imagine planning on a 7 percent average annual return on your investment, getting it, and…
SFSSeptember 9, 2015
Considering Retirement? Answer 3 Questions
If you heard that the prestigious Massachusetts Institute of Technology (MIT) did extensive research in…
SFSAugust 17, 2015
What’s Your Risk Number?
Tolerance to market risk can be a tricky thing. When markets are growing it is…
SFSAugust 3, 2015
Indexing: Best Thing Since Sliced Bread?
There has been a lot of buzz lately about indexing, and for good reason. Statistics…
SFSJuly 28, 2015
Financial Four-Letter Words
There are some four-letter words that cause parents and financial advisors to cringe. Unfortunately, you…
SFSMay 20, 2015
Don’t Self-sabotage Your Investments
Dear Valued Financial Partners and Friends, In the January-February 2015 issue of Money Moxie®, I…
SFSMay 5, 2015
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