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!
The Most Important Question in Retirement Planning
By Erin Tamberella and Rick Wright It’s a touchy subject, but a life expectancy analysis is the best way to ensure
When to Apply for Social Security Benefits
By Elaine Floyd, CFP ® With the demise of guaranteed pensions, and in light of the risks you face in managing your
The 99% Rule For Spousal Beneficiaries of IRAs
By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA A spouse who inherits an IRA or similar account has a couple of options
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
