October is not only the season of changing leaves and cooler weather; it’s also Financial Planning Month, a perfect time to take a closer look at your overall financial health. Medicare deserves special attention in October, especially since it coincides with...
September marks Life Insurance Awareness Month, a perfect time to reflect on life insurance’s role in financial planning. While many people associate life insurance with a safety net for loved ones after death, it’s also a versatile tool that offers a variety of...
Navigating the intersection of Social Security and taxes can be a complex yet important aspect of retirement planning. Understanding how Social Security benefits are taxed and the strategies available to minimize tax liabilities can significantly impact your financial...
As we approach the midpoint of 2024, it’s an opportune time to review our financial health. Larry Roby, CEO and financial advisor at SFA Wealth Management, recently shared valuable insights on NewsChannel5 about the essential steps to ensure your finances are on track...
Planning for a sustainable income in retirement is a crucial aspect of financial stability. One effective approach to achieving this goal is the retirement bucket strategy. This method divides your savings into distinct categories or “buckets” based on...
