Best of Retire Financially Fit

Learn more at SF Financial Services

Learn more at SF Financial Services

Learn more at SF Financial Services

With Social Security and “Trump Accounts” in the news, those who've saved well are looking at how Social Security can boost their retirement plans. In this segment, we'll explore the ins and outs of these options and invite listeners to a session to make Social Security work for their financial goals. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealt...

According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, there are steps you can take to help reduce the impact of taxes on your retirement savings. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an...

Are changing interest rates an opportunity—or a potential risk—for your retirement? Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered...

According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan. Of course, there are some simple steps you can take to gauge your preparedness for retirement and it’s as easy as checking off the boxes on ou...

With everything that’s been going on, we know many of you have questions about the market, and how your portfolio is doing. So today you’ll hear a lot about Barb’s Retire Financially Fit Toolkit and how it could help you get some answers. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an af...

For years, annuities have gotten a bum rap. Too expensive. Too many strings attached. Your money is locked up forever. You’ve heard all the “cons” of annuities for years. But with private company pensions dying out, the tide is starting to turn. Annuities sales have had record years recently.   Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advis...

The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bound to follow all of them.   Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Fina...

What happens if Social Security doesn’t stretch as far as you thought? A recent report suggests this could become a reality sooner than expected… Barb will help us break it all down and, most importantly, share steps you can take to stay ahead. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and...

Could one new law rewrite the rules for your wealth and retirement? President Trump’s “Big Beautiful Bill” could transform the way you protect, grow, and pass on your assets. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financ...

It seems like the world is on edge right now. Global conflicts are dominating the news headlines, and the ripple effects could reach you and your wealth. Today, we’re tackling how global instability could impact your retirement future. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affil...

Between up-and-down markets, the risk of inflation, and rising prices, planning for retirement can feel like an endurance test. Can your retirement plan stand up to the stress? Today, Barb will break down some of the biggest stressors on your retirement plan and share actionable steps to help you stay on track. Learn more at SF Financial Services Investment advisory services offered through Brooks...

According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan. This means nearly 70 percent of us don’t have a written strategy for our money. But there are some simple steps you can take to gauge your pre...