by sfawealth
The halfway point of the year is a natural time to pause and see how things are going. Many people check in on personal goals, health, or travel plans—but their financial plan often gets pushed aside. For pre-retirees, retirees, and those with pension benefits or...
by sfawealth
April is Financial Literacy Month, a time dedicated to helping Americans better understand the financial decisions that shape their future. While financial education is valuable at any stage of life, it becomes especially important for those approaching retirement,...
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...
