Are you retirement ready?
Unfortunately, a majority of Americans are not saving enough to replace the income they will need throughout retirement. What is that "number" and how do you know how much you should be saving on a regular basis to reach that goal? SFS Financial Services can help you determine what your needs may be and get you on track to retire on your terms.
401(k) Plan Sponsors: Do you get the support you need as a plan fiduciary? Does your plan adviser work with the employees to assist them in their retirement planning? Ours do! Kim South, a/k/a "the 401(k) Lady", partners with plan sponsors throughout the country, helping them analyze their plan and determine if it is working for them and their employees or it it needs tune up! Let us put the 30+ years of experience in the financial services industry to work for you. Give Kim a call to schedule a meeting and receive a complimentary plan analysis...no string attached!
What are you waiting for, give us a call to schedule an appointment to get your plan back on track!
Newsletters
-
A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
-
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?