Market volatility can be unsettling, especially when headlines scream about stock market drops and economic uncertainty. Recently, concerns about a slowing U.S. economy led to a sharp market selloff, with the Dow dropping as much as 1,100 points before recovering some...
As tax season approaches, it’s crucial to implement effective strategies to minimize your tax liability and maximize your financial well-being. Here are some key approaches to consider: Maximize Retirement Contributions Contributing to tax-advantaged retirement...
As the calendar turns to a new year, January brings a renewed focus on health, including financial wellness. Declared Financial Wellness Month, January is a reminder to take stock of your financial health and implement strategies to achieve long-term security. Whether...
Navigating the world of financial planning can be overwhelming, especially when faced with industry jargon and conflicting advice online. One of the most commonly misunderstood distinctions in financial advisory is the difference between fee-only and fee-based...
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...
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...
