The SGL Blog

Will Your Budget Survive Your Holiday Spending?

Posted Fri Nov 16, 2018

  Holiday season is upon us. It brings lots of joy, and it also brings the challenge of staying on budget as your gift list seems to grow each time you look at it. Most people, out of their good nature, impulse, or lack of planning, over-spend during the holidays, putting much of their holiday spending on credit cards. Then, when the credit cards come due in January, they realize they are going to spend the next year paying off […]

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Can You Avoid Bogeys in the Investment Game?

Posted Fri Nov 09, 2018

  On its surface, it may not seem like golf and investing have much in common. After all, golf is a sport played in wide-open spaces, where most players wear funny pants and some even drink beer in the golf cart. You probably don’t deal with your investments outdoors, and you likely don’t dress funny at the same time. Most certainly you’re not drinking beer when you’re trading… are you? When you get to know me, you will find that […]

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Retired? What to Buy at Costco… AND What to Avoid!

Posted Fri Nov 02, 2018

  Today, there are over 76.4 million baby boomers who have recently retired or are nearing retirement. No matter what your age, ensuring you don’t run out of money in retirement means being smart and savvy – especially when it comes to shopping, something that we all love! Recently, I was on a trip to one of my favorite wholesale stores, Costco, and as I was browsing up and down the aisles (one of my favorite things to do – […]

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When Will I Need a Parachute?

Posted Fri Oct 26, 2018

  What goes up, must come down. But, when and how hard or soft will I land? When it comes to investing, I believe everyone will need a parachute sooner or later. Especially now! The Lurking Question As this bull market officially surpasses the length of all other bull markets in history, one must wonder when it’s going to end. I certainly do. Especially since, seemingly, every time I check my investment accounts the values keep going up. But, in […]

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Is Trump Making a Big Mistake on Trade?

Posted Wed Apr 11, 2018

Commentary by Steve Lewit, MA Economics Every action has a reaction. The reaction to Trumps trade policy has caused a reaction in the markets here, and overseas as China begins to retaliate. Volatility in the market was on the rise before Trump’s tariff decision. Now, it’s off the charts; China has done nothing but sit on the sidelines throughout all of Trump’s commentary about their trade policies. Today they’ve moved from the sidelines onto the playing field. Where will this […]

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It’s Official: Steve Lewit is a Certified Estate Planner!

Posted Fri Jan 05, 2018

  NEWS RELEASE  – Steven Lewit, earns CEP® The National Institute of Certified Estate Planners (NICEP) is pleased to announce the graduation of Mr. Steven Lewit from the Certified Estate Planner™ course. Mr. Lewit has successfully completed the advanced course work and qualifying examination to earn the professional certification CEP®. The NICEP exists to educate, promote, and support financial, legal, and tax professionals who understand the needs of estate planning, enabling them to work together as a team to bring […]

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Social Benefits To Increase By 2% in 2018

Posted Fri Oct 20, 2017

We found this great article and thought it might be of interest to some of you out there! 2% is not just a little increase, imagine what 2% can do for you down the road… Monthly Social Security benefits for more than 66 million Americans will increase by 2% in 2018, the largest increase in retirement and survivor benefits for workers and their families since 2012. The higher payments will begin in January. The average retirement benefit will increase by […]

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Introducing: SGL Financial

Posted Thu Aug 24, 2017

Hi Everyone! We are excited to share some great news with you! As of August 25th, 2017, we have changed our name from Wealth Financial Group to SGL Financial. While a name change in itself is not exactly an exciting event, what is exciting about this name change is that we have expanded and upgraded our level and scope of services, technology and communications, all geared to continually refine your experience with us. At the core of SGL Financial, as […]

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To Save or To Shred?

Posted Thu Mar 30, 2017

I know we’re in the digital age, but for me, I like that piece of paper in my hand. I know it’s there and that I have it. I can see it, physically hold it and file it away safely in my cabinet. However, the other day, I went to put my personal 2016 tax documents in my filing cabinet and as I opened the drawer, I couldn’t find an inch of space for it! I sat back in my […]

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