The SGL Blog

Want to Travel the World in Retirement? Here’s How!

Posted Fri Jan 11, 2019

  If you have ever attended one of our educational seminars you have probably heard Steve or Gabriel ask you if “your retirement would be the most epic road trip ever?” Although we ask this in a figurative sense, many of our clients want this in the most literal way possible! Hitting the road after retirement, whether by vehicle, plane, train, or cruise ship, is the goal of many people contemplating a work-free future. It’s true that retirement is the […]

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What You Should Include in Your 2019 Financial Checkup

Posted Fri Jan 04, 2019

  Everyone knows that as we get older it is a good idea to have scheduled, regular physicals and other check-ups with your doctor, dentist, optometrist, etc. But far too many people forget about another checkup that is equally important – a Financial Checkup. Just like things tend to change throughout the year with your health, financial changes seem to happen almost daily and are important to consider for your overall “wellness”. At SGL Financial, we strive to help you […]

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11 New Year Money Resolutions for 2019

Posted Fri Dec 28, 2018

  In wishing you a happy and healthy new year, I thought it would be a good idea to give you a menu of my eleven favorite new year’s resolutions to help make your 2019 even more exceptional. Most new year resolutions last just a few weeks or months and then run out of steam. So, I suggest you pick one or two of these and make a 100%, no matter what commitment to keeping your financial resolution for the […]

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How Long Will Your Assets Last During Your Retirement Years?

Posted Fri Dec 21, 2018

  “How long will my assets last during retirement?” This is one of the most common questions that I get asked when I’m meeting with new clients for the first time. Let’s face it – the future is always a big unknown, and in retirement, the biggest unknown of all is precisely how long you’ll live and whether your assets will last you through your retirement years! How do you find the answer to this question? What variables have the […]

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8 Home Improvement Ideas for Your Golden Years

Posted Fri Dec 14, 2018

  If you’re thinking ahead to retirement, or maybe you’re already in retirement, chances are you’ve developed some sort of plan for your 401(k)s and IRAs. You have determined if they will generate enough income for you to live comfortably. You probably also spent some time figuring out the best way to claim your Social Security Benefit. All of these items are critically important and you should applaud yourself for taking those steps! However, there is another clever but less […]

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My Top 12 End-of-Year Tax Tips

Posted Fri Dec 07, 2018

It’s Never Too Late to Be Prepared – and Save Lurking behind the holiday season and year-end celebrations is the realization that taxes are coming due. Taking some time from the festivities to make sure you are well prepared for taxes can pay off big time, especially with new tax reform rules. While we are close to the end of 2018, there are steps you can still take to ensure a lower tax bill. Here are my Top 12 Year-End […]

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10 Scams That Can Ruin Your Retirement

Posted Thu Nov 29, 2018

  According to the Federal Trade Commission, in 2017 over 1 million fraudulent scams, schemes, etc. were reported to the commission. In 21% of these reported frauds, the victims suffered a financial loss. The total losses reported for all ages were over $905 million in 2017, with and median loss of $429 per victim. Retirement age victims tended to lose more money to fraudsters then younger victims. For victims in their 60’s, the median fraud loss was $500, $621 for […]

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The #1 Benefit of Retirement Planning

Posted Wed Nov 21, 2018

  There are many reasons to take the time to construct a sound retirement plan. Retirement planning provides a range of tremendous benefits… better organization, a road map to the future, added confidence and greater peace-of-mind – amongst many more. But what is the most important benefit of all? What benefit, above ALL others, should drive you to drop what you’re doing, call your financial advisor and schedule a time to talk about your plan? Ready with your guess? Let’s […]

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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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