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Our Financial Blog
Looking for financial advice or just want to read up on the industry? Check out SISFG's most recent blog posts!
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
5 Ways to Boost Your Security Against ID and Credit Theft
By Bryan Mills A week hardly passes without news of credit card and identity theft. Here are some security measures you
Checklist: Is It Time for Assisted Living?
By Jennifer ReimerHorsesmouth Editorial Assistant How do you know when loved ones are ready for assisted living? Use these guidelines to
The Medicare Surtax and the Additional Medicare Tax: What is It? Will You Pay It? Ways to Reduce Your Tax Liability
By Charles Sherry, MSC Here is what you need to know to navigate the 3.8% surtax on unearned investment income and
A Pre-Divorce Checklist
By Elaine Floyd, CFP ® Divorce is never easy, but collecting information and thinking through some of the issues before you even
