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
3rd Quarter 2021
2021 Q3 Newsletter 3rd Quarter 2021 Stagflation – Then and Now We now have the worst of both… read more
2nd Quarter 2021
2nd Quarter 2021 100 Years Strong? This month China celebrated the 100th anniversary of the establishment of the Chinese Communist… read more
1st Quarter 2021
1st Quarter 2021 The Race Is On – George Jones, 1964 When Jones wrote his hit in 1964, and since… read more
4th Quarter 2020
4th Quarter 2020 “Alice had begun to think that very few things indeed were really impossible.” – Alice’s Adventures in Wonderland,… read more
3rd Quarter 2020
Finding Clarity We cannot change the cards we are dealt, just how we play the hand. ― Randy Pausch, The Last Lecture… read more
2nd Quarter 2020
Cautious Optimism Remember, things are never clear until it’s too late. ― Peter Lynch, One Up On Wall Street The first half… 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
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