SFS Wealth Management
Here at SFS Wealth Management we understand that those actively working towards their financial goals face important financial and life decisions about their future. Our goal is to understand what they want in life and to help them achieve their retirement dreams. We believe in being a source of information for our clients and guiding them through their financial journey.
We welcome you to our site and if you have any questions please feel free to contact us.
This communication is strictly intended for individuals residing in the state(s) of AL, AR, AZ, CA, CO, FL, HI, IA, IL, IN, KY, MA, MD, MI, MS, NC, OH, OK, PA, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Military families face unique challenges, making personal finance even more critical.
Five creative (and inexpensive) ideas for motivating your employees.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Around the country, attitudes about retirement are shifting.
Women must be ready to spend, on average, more years in retirement than men.
You’ve made investments your whole life. Work with us to help make the most of them.