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The Imperative of Estate Planning: Preparing for the Inevitable
As pre-retirees navigate the complex journey toward retirement, one critical aspect that demands attention is estate planning. While often overshadowed by investment strategies and retirement savings, estate planning is a fundamental pillar of financial security. It's...
Securing Healthcare Coverage in Retirement: Expert Advice from SFA Wealth
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," insights from SFA...
Smart Holiday Planning: Insights from SFA Wealth Management’s Larry Roby
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...
Navigating Inflation: Insights from SFA Wealth
Inflation remains a persistent concern for families nationwide, with recent data indicating a notable increase in consumer prices. In a recent interview with ABC News, David Globke, a financial advisor with SFA Wealth Management, sheds light on the impact of inflation...
Planning for Retirement: Insights from SFA Wealth Management’s Larry Roby
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. Let's...
Should You Have a Mortgage in Retirement? Maybe
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 on a...
Myth Busting: Roth Misconceptions
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 surrounding...
Waiting for a Deal on the Debt Ceiling
[June 1, 2023] We knew this day would come; we hit our debt ceiling in January. Now, while Congress hammers out a deal before we default, Erin Kennedy and Larry Roby discuss the latest headlines and break down how it will affect you and your retirement. Watch the full...
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