Best of Retire Financially Fit

Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an...

No doubt, this is a top concern for just about everybody getting ready to retire: making sure your wealth lasts and works for you. This week, Barb explain why this concern exists, even for successful people. And we’ll also share practical strategies for helping build confidence in your financial future. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wea...

Join us as Barb discusses this week's market news. 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 through BWA but are offered and...

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...

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...

Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an...

The stock market’s been on a wild ride lately—from steep drops to record-breaking gains, all in the span of a week. For retirees, these swings can feel nerve-wracking. But what if there’s a way to help make sense of it all? Today, we’re talking about savvy strategies to preserve your savings and help keep your retirement on track, no matter what the market throws your way. Learn more at SF Financi...

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...

Feeling nervous when the markets drop? Worried you might be missing out when they’re climbing? You’re not alone—these ups and downs can be stressful for anyone, no matter how experienced. Today, we’ll talk about how to help protect your savings and even find ways to make the most out of a shaky market. Learn more at SF Financial Services Investment advisory services offered through Brookstone Weal...

Many of us are creatures of habit. We have our usual order at our favorite restaurant. We take our coffee a certain way. We don’t like to switch banks, accountants or doctors because we’re comfortable with how things are done. But if you’re getting close to retirement, you should seriously consider changing things up. Learn more at SF Financial Services Investment advisory services offered through...

According to an 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 prepar...

Tariff and Trade Wars this week… Could we be headed toward a recession? Some economists say that we have a 40% chance of an economic downturn.  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...

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...

We've heard a lot about trade wars and tariffs in the news lately. All this talk has been really shaking up the markets. Barb Swiatek has some simple tips to help protect your retirement savings from the ups and downs of the market.  Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affilia...

Think you know how much you'll need for the retirement you deserve? Today, Barb will show us what the true costs of retirement could be – and ways to possibly preserve the lifestyle you've earned. 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,...

When exactly is the best time to take Social Security?  We’re calling on Barb Swiatek to go through some of the important factors you may want to consider when deciding the right time for you to collect. 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 Manag...

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...

Nobody likes having regrets – but, unfortunately, we all do. Today, Barb Swiatek of SF Financial will walk us through some of the biggest regrets people have when it comes to their retirement, and, hopefully, we can learn something from these mistakes. Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment adv...

With everything that’s been going on, we know many of you have questions about the market, and how your portfolio is doing. 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. Insuran...

Resolutions are easy to make and even easier to break. It’s time to look ahead and think about practical goals for the new year. 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. In...

44% of Americans worry they will never be able to retire, and that's an all-time high. There are some simple steps you can do to gauge you're preparedness to be retired - as easy as checking off the boxes on our retirement checklist! Learn more at SF Financial Services Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affilia...