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!
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
No-Regrets Lessons from a Man at Death’s Door
By Edward E. Klink What would happen if your earliest childhood dreams actually powered your life and business plans? What if
How to Pay For Long-Term Care: 8 Strategies
By Tammy Ward and Ed Friderici For most, it is difficult to think about the possibility of needing long-term care. But
Key Thoughts on the Tax Cuts and Jobs Act
By Debra Taylor, CPA/PFS, JD, CDFA The Tax Cuts and Jobs Act has made major changes to the tax code. It’s
Divorced-Spouse Benefits
By Elaine Floyd, CFP ® A divorced person who was married more than ten years may be able to receive Social Security
4 Ways to Decrease RMDs
By Debra Taylor, CPA/PFS, JD, CDFA The government has become pesky about one thing—they want the tax dollars that have been
Financial Planning for the Generations
By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA IRA or 401(k)? Know the key differences between these two popular retirement plans to
