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
Archive for the 'Financial Planning' Category
I’m Ready to Rollover My Old Retirement Account. What is My Next Step?
Let’s Meet At SFA, we start with a meeting so we can get to know you and so you can… read more
When a 5.5% Bracket is Really a 14.1% Bracket: Connecticut Income Taxes
Connecticut income tax rates range from 3% to 6.99%. While 6.99% is the published “maximum,” you may find yourself paying… read more
What is the CARES Act?
The CARES (Coronavirus Aid, Relief, and Economic Stability) Act is a bill passed by Congress providing funding relief to large… read more
What is the SECURE Act?
The SECURE Act (Setting Every Community Up for Retirement Enhancement) Act was passed in December 2019, with the goal of… read more
Our Financial Planning Process
Let’s Begin Financial planning is all about you— It encompasses your life and the things that are most important to… read more
Rolling Over Old Retirement Accounts
As a Registered Investment Advisor, we can manage brokerage accounts, IRAs (Traditional, Rollover, Roth, and Inherited IRAs), SEPs, SIMPLEs, Individual… read more
Solo 401(k) – A Great Idea for the Self-Employed
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
A TOD Account Can Help Avoid Probate
Setting up a TOD account can help avoid probate and consequently be a viable quick fix when a trust hasn’t… read more
Six Resolutions for 2017
Are you looking to make some positive changes with your finances this year? We have compiled a list of six… read more
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