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Recent Updates

Occasionally, we publish thoughts or ideas that we think you might find relevant or enjoy. These include our quarterly newsletter or an analysis of current events that may affect your investments. To sign up, enter your email at the bottom of this page and click subscribe. We promise not to publish too often and clog up your inbox.

Will Social Security Increase Your Tax Bracket?

06/29/2020

How is Social Security Taxed? It is important to know that 0%, 50%, or 85% of your social security benefits… read more

I’m Ready to Rollover My Old Retirement Account. What is My Next Step?

06/22/2020

Let’s Meet At SFA, we start with a meeting so we can get to know you and so you can… read more

Retirement Plans for Self-Employed Individuals and Small Businesses

06/16/2020

How do you choose a retirement plan? As a small business owner or self-employed individual, you may not realize how… read more

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