The SGL Blog

How Do You Create a Retirement Plan?

Posted Sat Oct 05, 2019

  Thinking about creating a retirement plan? That’s an excellent idea. But wait… how do you do that? I mean, what’s really in a retirement plan, anyways? And, how do you even get started? At SGL Financial, we’re retirement planning experts. Building rock-solid retirement plans is what we do—all day, every day! In today’s article, let’s take a look at the steps that are required to successfully design a retirement plan that lasts throughout your retirement years. We’ll provide you […]

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Back to Brexit

Posted Thu Sep 05, 2019

  The Abbreviation That Won’t Go Away Brexit! It stands for British Exit from the European Union (EU) which is due to happen on October 31, 2019. Well, it’s really been back in the news lately. But why, and what’s the big deal? As you know, I am an economist, so Brexit has particular intrigue to me. But, more importantly, as a financial planner, I believe it holds significant weight and importance in how it may impact the stock market, […]

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5 Financial Myths

Posted Wed Aug 28, 2019

  At SGL, we find that our clients, like most Americans, are trying to do their best with the money they have. They have various goals including: saving for or surviving retirement, dealing with home ownership (taxes, maintenance, downsizing, etc.), or paying down debt. Pitting those goals against the realities of jobs that don’t pay enough, inadequate retirement savings, rising health care costs, our predilection for wants vs. needs, etc., too many people fall prey to the old saying, “there’s more […]

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Watch Out For These Retirement Risks!

Posted Sun Aug 25, 2019

  Knowing what risks you face can be important in every aspect of life. You know, for example, that when driving you face the risk of a car accident. What do you do to protect yourself? You wear your seat belt. When you head onto the lake to go boating or canoeing, you run the risk of falling in the water—so, you wear a life-jacket. The more you know about the risks you’re facing, the better prepared you’ll be to […]

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The “R” Word

Posted Sat Aug 10, 2019

  The “R” word for most folks is Retirement. With sudden losses in the stock market due to trade tensions with China, and a bunch of other national and global economic indicators that are softening, the market has once again taken a short dive to the negative, and a new “R” words is circulating—Recession. That’s a double whammy. Not only do you have to plan to make your money last through your lifetime, but now you have to make your […]

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7 Tips For Creating a Better Password

Posted Fri Aug 02, 2019

  At SGL Financial we take information security very seriously! As the Chief Compliance Officer I am responsible for overseeing our policies and procedures regarding how we handle our clients non-public personal information (i.e. social security number, account numbers, holdings, etc.). At our firm, we have established secure and encrypted client portals, we always verify client identities before discussing sensitive information via phone, and we are not allowed to take instructions received only via an e-mail or voice-mail message—among many […]

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The 3 Most Important Questions to Ask Your Advisor

Posted Sun Jul 28, 2019

  If you’re currently with an advisor, or looking to work with someone new, there are some very important questions that you should have the answers to. See… the thing is, not all advisors are created equal. Some advisors are just “money managers” or “investment guys” and they don’t really provide much planning or retirement advice. Other advisors may say they have your best interests first, but they don’t give you the full picture, or the information you need to […]

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The Healthy Money Mindset

Posted Thu Jul 11, 2019

  Money—we strive to earn it, save it, and then, when we retire, make sure it lasts the rest of our lives. As we age, we develop specific beliefs about money—beliefs we’ve inherited from parents, friends, TV, radio, books, and advertising. History teaches us that many of those beliefs have not served us well. Whether you have a lot or a little of it, it is the cause of over 50% of divorces and one of the main sources of […]

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Yes, Go Ahead and Spend More in Your Retirement “Go-Go Years!”

Posted Fri Jun 28, 2019

  When you are in the financial services industry, and especially when you specialize in retirement planning, you see a ton of articles, opinions, and research discussing various strategies for success. One of the recent articles I read discussed three specific phases that we go through during our retirement years. These phases are referred to as the “Go-Go Years,” the “Slow-Go Years,” and the “No-Go (or Won’t-Go) Years.” Specifically, the Go-Go Years are the early retirement years, often between 60 […]

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