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Looking for financial advice or just want to read up on the industry? Check out SISFG's most recent blog posts!
Social Security for Widows
By Elaine Floyd, CFP ® Do it now! Social Security can be a lifeline for widows. If your husband dies after you
7 Key Differences Between a Roth 401(k) and a Roth IRA
By Denise Appleby, APA, CISP, CRC, CRPS, CRSP Roth 401(k)s and Roth IRAs share the ultimate goal of tax-free distributions of
A Widow’s Worst Nightmare
By Helen Modly, CFP, ChFC, and Tommie L. Monez, MBA, CFP, ChFC What can be worse than losing a spouse—especially with
Using Expectancy Scenarios in Financial Planning
By Elaine Floyd, CFP ® Scenario planning shouldn’t stop at retirement. It’s unpleasant, but necessary, to imagine what your situation might look
Six Tips for Organizing Your Records
By Elaine Floyd, CFP ® If you got hit by a bus tomorrow, would your loved ones know how to access your
Planning for Future Health Care Costs
By Elaine Floyd, CFP ® The usual method for estimating spending needs in retirement is to take your post-retirement household budget and
Selling Estate Assets at Auction
By Elaine Floyd, CFP ® What is the best approach if you need to sell an inherited estate, excess inventory from your
Sell or Rent: Deciding What to do With Your Home
By Elaine Floyd, CFP ® The decision on whether to sell or rent your home is trickier than other financial decisions because
An Overview of Asset Transfer Strategies
By Elaine Floyd, CFP ® You may need to transfer assets for all sorts of reasons. A working knowledge of various transfer
