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...
As we approach the holiday season, financial planning becomes crucial to ensure a stress-free and enjoyable celebration. Larry Roby, a seasoned financial professional from SFA Wealth Management, recently shared valuable insights on early holiday shopping and financial...
Paying off your mortgage before you retire can be a beneficial financial decision for many individuals. However, it’s essential to consider several critical factors before making this choice. Recently, our CEO, Larry Roby, hosted a discussion with Erin Kennedy...
Roth IRAs are powerful tools for building wealth, offering several advantages that can contribute to long-term financial success. Watch this video for further clarification and insights on Roth IRAs Myths About Roth IRAs Let’s examine the misconceptions...
