by sfawealth
As the calendar turns to January, many of us think about fresh beginnings — from healthier habits to organizing closets. But for pre-retirees, retirees, and those thinking ahead about pension plans or Medicare, January also offers a powerful financial reset. Whether...
by sfawealth
October is National Financial Planning Month, making it the perfect time to check if your finances are ready for the year ahead. It also kicks off Medicare Open Enrollment (Oct. 15–Dec. 7), a key season for retirees to review health coverage and costs. Together, these...
by sfawealth
Now that we’re halfway through 2025, it’s the ideal moment to pause and review your financial strategy. For pre-retirees and retirees, a mid‑year check-in is more than a feel-good exercise—it’s innovative financial stewardship. As life shifts and policies evolve,...
by sfawealth
June 28 marks National Insurance Awareness Day—a timely checkpoint to review the cornerstone of many retirement and estate plans: life insurance. Whether you’re a pre-retiree preparing for your next chapter or already enjoying retirement, this day is a reminder to...
by sfawealth
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...
by sfawealth
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...
