How is Social Security Taxed? It is important to know that 0%, 50%, or 85% of your social security benefits…
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Let’s Meet At SFA, we start with a meeting so we can get to know you and so you can…
How do you choose a retirement plan? As a small business owner or self-employed individual, you may not realize how…
Connecticut income tax rates range from 3% to 6.99%. While 6.99% is the published “maximum,” you may find yourself paying…
The CARES (Coronavirus Aid, Relief, and Economic Stability) Act is a bill passed by Congress providing funding relief to large…
The SECURE Act (Setting Every Community Up for Retirement Enhancement) Act was passed in December 2019, with the goal of…
Let’s Begin Financial planning is all about you— It encompasses your life and the things that are most important to…
As a Registered Investment Advisor, we can manage brokerage accounts, IRAs (Traditional, Rollover, Roth, and Inherited IRAs), SEPs, SIMPLEs, Individual…
What is Medicare? Medicare is a national health insurance program for people 65 or older, certain people under 65 with…
Multiple industries are seeing a rise in a new tactic of cyber-criminal activity that affects all consumers. Shoreline Financial Advisors…