Because your future deserves a second opinion
our blog
Our Financial Blog
Looking for financial advice or just want to read up on the industry? Check out SISFG's most recent blog posts!
5 Things You Need to Know About the SECURE Act
By Debra Taylor, CPA/PFS, JD, CDFA The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over
Financial Planning for the Generations
By Elaine Floyd, CFP ® In most families, the needs and interests of family members overlap. Even if your money is separate,
Disabled Adult Children
By Elaine Floyd, CFP ® For some families, dependent benefits for children with disabilities are an important factor in the Social Security
Is a Cash Windfall in Your Future?
By Elaine Floyd, CFP ® It might look like “sudden money,” but cash windfalls are often easy to spot—sometimes years ahead of
How to Build a Retirement Health Care Budget
By Elaine Floyd, CFP ® The most accurate and reliable way to determine your spending needs in retirement is to sit down
6 Wealth and Success Lessons from “The Ultimate Gift”
By Nicole O. Coulter Discover what it means to be wealthy or successful. If you’re like most, it takes a few
Life Expectancy and Social Security
By Elaine Floyd, CFP ® Most people tend to underestimate their life expectancy. But thinking you might live to a very old
5 Year-End Strategies for Charitable Giving
By Debra Taylor, CPA/PFS, JD, CDFA With these year-end giving strategies, you can make charitable donations in ways that are most
6 Savvy Questions About Social Security
By Elaine Floyd, CFP ® Social Security is more complicated than most people think. Here are six of the most common questions
