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...
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...
As you approach retirement, securing your financial future becomes paramount. While investments and savings are critical, income protection must often be noticed. At SFA Wealth Management, safeguarding your income is crucial to ensure a stable and comfortable...
As a high-income beneficiary, you might be subject to a surcharge on your Medicare Part B premiums known as the Income-Related Monthly Adjustment Amount (IRMAA). This can be a significant additional cost, so it’s essential to understand how it works and explore...
