What’s Your Number? — Jordan Hadfield
For many years, I worked as a professional skydiver. Taking first-time jumpers tandem, coaching newer…
SFSJanuary 2, 2026
Financial Answers By Decade — Amy Hansen
Planning for a secure financial future can feel overwhelming. What questions should you be asking…
SFSJanuary 2, 2026
Stop Procrastinating: 3 Financial Moves to Make Now — Jordan Hadfield
If there were a pill to cure procrastination, how many of us would wait and…
SFSNovember 1, 2025
Beware of the Scam Grinch! — Parker Thompson
It was the kind of December evening that felt pulled from a storybook. The tree…
SFSNovember 1, 2025
Farewell to the Oracle of Omaha — James Derrick
In 1969, Warren Buffett told shareholders, “Opportunities for investment…have virtually disappeared.” The market later collapsed,…
SFSNovember 1, 2025
The Best is Yet to Come! — Mikal Aune
We live in uncertain times. Around the world, we see wars, political instability, religious violence,…
SFSNovember 1, 2025
Give Money with Meaning: The Legacy of Charity
It may seem counterintuitive to tell people that preserving wealth across generations requires teaching heirs…
SFSAugust 28, 2025
Sharla Jessop Retires!
Dear Friends,After helping so many of you prepare for and transition into retirement, it’s almost…
SFSJune 26, 2025
Raising Financially Savvy Heirs
More than once, I’ve heard parents express hesitation about discussing their finances with their adult…
SFSJune 26, 2025
Allow Us to be Your Financial Bodyguard
Recently, we’ve seen a concerning rise in clients falling victim to scams, losing their hard-earned…
SFSApril 25, 2025