Will Social Security Increase Your Tax Bracket?
How is Social Security Taxed? It is important to know that 0%, 50%, or 85% of your social security benefits… read more
How is Social Security Taxed? It is important to know that 0%, 50%, or 85% of your social security benefits… read more
Let’s Meet At SFA, we start with a meeting so we can get to know you and so you can… read more
Connecticut income tax rates range from 3% to 6.99%. While 6.99% is the published “maximum,” you may find yourself paying… read more
The CARES (Coronavirus Aid, Relief, and Economic Stability) Act is a bill passed by Congress providing funding relief to large… read more
The SECURE Act (Setting Every Community Up for Retirement Enhancement) Act was passed in December 2019, with the goal of… read more
Let’s Begin Financial planning is all about you— It encompasses your life and the things that are most important to… read more
As a Registered Investment Advisor, we can manage brokerage accounts, IRAs (Traditional, Rollover, Roth, and Inherited IRAs), SEPs, SIMPLEs, Individual… read more
Learn how a solo 401(k) is great idea for the Self-Employed If you are self-employed and meet certain requirements, you… read more
Setting up a TOD account can help avoid probate and consequently be a viable quick fix when a trust hasn’t… read more
Are you looking to make some positive changes with your finances this year? We have compiled a list of six… read more