5 Social Security Tips for Couples
Social Security tips that should factor into a couple’s decision on when to file As you transition into retirement, you’ll… read more
News and Information Updates
Social Security Myths
Let’s debunk the top 5 Social Security myths As a public insurance program, Social Security is a complex system. With… 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
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
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
Retirement Plans for Self-Employed Individuals and Small Businesses
How do you choose a retirement plan? As a small business owner or self-employed individual, you may not realize how… 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
Understanding Medicare
What is Medicare? Medicare is a national health insurance program for people 65 or older, certain people under 65 with… read more
4th Quarter 2019
“It is difficult to make predictions, especially about the future.” Although the above quote is often attributed to Yogi Berra,… read more
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