Do you have an Advanced Plan?
One thing that differentiates us from the competition is that we are financial planners. However,…
SFSAugust 11, 2021
The American Families Plan – the Good, the Bad, and a lot of Debt
The U.S. middle class is shrinking. There has been growing polarization as the rich become…
SFSJune 4, 2021
What To Do When Rates Are So Low
All across America, CDs are coming due at banks and credit unions, and savers are…
SFSMarch 31, 2021
What does a Biden presidency mean for the economy and investing?
The recent election has some people elated and others in the depths of despair. While…
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
Supersized Retirement Savings
If you want to supersize your retirement savings for early retirement or help you make…
SFSDecember 10, 2020
The Pendulum Swings
There is a giant pendulum that swings ever so slowly. When it gets to one…
SFSOctober 5, 2020
Will Real Estate Stay Red-Hot?
Red-hot housing prices have impacted anyone looking to buy a home recently. Many people have…
SFSOctober 5, 2020
What is Regulation Best Interest?
By now, if you have accounts with SFS, you have received a new form called…
SFSJuly 29, 2020
No One Can Predict The Future
No one can predict the future. Especially not me. On my LinkedIn page in March…
SFSJune 5, 2020