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
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...
by sfawealth
As the year winds down, it’s time to think about your financial “housekeeping” tasks—especially tax planning. A popular, strategic approach is the Roth conversion, which allows you to convert some or all of your traditional IRA funds into a Roth IRA. A Roth conversion...
by sfawealth
As you embark on your retirement journey, there are crucial financial considerations to address, with healthcare coverage topping the list. In a recent GoBanking Rates article titled “First Year of Retirement: 7 Money Moves You Absolutely Must Make,”...
by sfawealth
Entering retirement is a significant milestone in life but comes with concerns, particularly the fear of outliving one’s assets. A financial professional at SFA Wealth Management, Larry Roby, recently shared valuable insights in an interview with WTVF Channel 5....
