4 Little known ways to maximize income during retirement. Put money away in HSA Postpone Social Security Benefits Begin taking tax deferred money earlier Invest in real estate If you’re like me, or if you wan tto secure a long...Read More
Welcome to the SFG Blog!
We're here to be an educators of sorts. Our goal in this blog is to deliver relevant information for those folks who run, manage or own a business with a retirement plan and provide some news/updates in the world of finance for individuals. Yes, 401(k)s, IRAs and other kinds of financial jargon are particularly dry, but we'll make things a little more interesting and help you to understand the complexities of retirement planning and company sponsored retirement plans. Thanks again for stopping by and we hope you find the info helpful to you, your friends and family and your business.
Hey Everyone! My dad, Brian and I would like to introduce you to our new podcast called "The Father and Son Financial Planning Team Podcast by Stokes Financial Group". We launched our first episode 2 weeks ago and our plan is to...Read More
To be or not to be in one 401(k)? Have you worked for a company in the past that has offered a retirement plan of some sort? A 401k, 403b, SIMPLE IRA, SEP IRA, etc? Have you ever wondered whether or not you should consolidate the old...Read More
Hey guys and gals, One of the best things about being advisors is that we get to see our clients evolve through not only their financial life, but their personal life as well. One of our clients is a member of the music group Inspired...Read More
Awesome, so you’ve got a 401(k)/403(b) retirement plan set up or you’re thinking about setting one up. You’re happy with how the thing is running, right? Seems like everything is in place - your employees are stoked...Read More