The End of Social Security
In 2021, an average of 65 million Americans per month received retirement benefits through Social…
SFSDecember 8, 2021
A Couples Financial Infrastructure
A well-organized and effective account structure can help couples create wealth and financial security. Although…
SFSOctober 1, 2021
Advanced Child Tax Credit
If you have dependents, you may have received some money from the IRS recently. This…
SFSAugust 11, 2021
Investment Debate: Stocks or Real Estate
I am often asked if real estate is a better investment than stocks. The answer…
SFSJune 4, 2021
In Through the Backdoor
The Roth IRA is my favorite retirement savings account. It offers compelling benefits, including tax-free…
SFSMarch 31, 2021
Investment Accounts for Children
Opening an investment account for a child is a great way to give them a…
SFSJanuary 29, 2021
Year-End Tax Planning
Harvest losses now to help your next tax returnIf you have investments that have gained…
SFSDecember 10, 2020
What’s Your Estate Plan?
I was recently reminded of the importance of having a thorough and reliable estate plan.…
SFSDecember 10, 2020
The Emotional Cycle of Investing
Emotions are a dominating force that impacts every aspect of our lives. The decisions we…
SFSOctober 5, 2020