Are You Retired and Have a 401(k)? Read This!
As financial advisors, our job is to help clients create wealth. Most people expect us…
SFSSeptember 26, 2019
Early Retirement: A Lifestyle Change
Retiring early has a whole new meaning for Financial Independence, Retire Early (FIRE) adopters. With…
SFSSeptember 26, 2019
A New Housing Paradigm
Since the housing crisis and recession of 2008, the American dream of homeownership has changed.…
SFSJuly 29, 2019
Is Your Heart Making the Decision?
Women generally have huge hearts and can sometimes let their hearts lead their financial decisions.…
SFSMarch 1, 2019
Retirement Countdown
Regardless of where you fall on the retirement timeline, we can help you make the…
SFSFebruary 14, 2019
The Life of a Centenarian
We are experiencing a longevity wave; worldwide more people are living to age 100 and…
SFSDecember 6, 2018
You Can Contribute More to Your Retirement in 2019
Good news is coming for those looking to max out their retirement plans. In 2019,…
SFSDecember 6, 2018
Your Leading Indicators
Dear Financial Partners and Friends! Leading economic indicators are predictive changes that give us clues…
SFSDecember 6, 2018
How Much Money Will You Need in Retirement?
Dear Financial Partners and Friends! If we were to ask what percentage of your final…
SFSOctober 14, 2018
Retire without Debt
Only 38% of American retirees are debt free. The type of debt may surprise you—mortgage,…
SFSMay 31, 2018