Maximizing Social Security Benefits While Managing Taxes

Maximizing Social Security Benefits While Managing Taxes

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...
Midyear Financial Check-Up: Smart Money Moves for 2024

Midyear Financial Check-Up: Smart Money Moves for 2024

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...