Client Resources

Contact A Wealth Advisor Today

Ready for exceptional service and a personalized experience?

Client Resources

November 3, 2020

2021 Medicare Open Enrollment Summary

What is the Medicare Open Enrollment Period?The Medicare Open Enrollment Period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year,...

Read

October 21, 2020

2020 End of Year Planning Considerations

The following planning strategies are based upon current tax laws. The team at SFMG is closely monitoring the tax changes that may impact our clients post-election. We will communicate any planning...

Read

October 1, 2020

How to Make Your Own Face Covering

The CDC has announced that a significant portion of individuals with coronavirus appears asymptomatic when they transmit the virus. The virus can spread through speaking, coughing, or sneezing —...

Read

October 1, 2020

August Economic & Market Update

August Economic & Market Update

Read

April 22, 2020

COVID-19 Time Capsule Activity

With the COVID-19 situation, we are all living through history. While it may feel like time is standing still, life is very much continuing on. Eventually this moment will pass, but what will we have...

Read

March 12, 2020

The Impact of the SECURE Act on your Retirement Assets

The Impact of the SECURE Act on your Retirement AssetsOn December 20, 2019, Congress enacted the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The provisions of the Act come...

Read

June 17, 2019

Expert Travel & Protection Tips

As the summer travel season is upon us, we wanted to pass on a number of critical travel tips if you plan on travelling internationally or domestically. Our team was privileged to attend an...

Read

February 26, 2019

Opportunity Zone Investing - A Unique Investment Strategy

The Opportunity Zones tax incentive was established by Congress in the 2017 Tax Cut and Jobs Act as an innovative approach to spur long-term private sector investments in low-income urban and rural...

Read

November 2, 2018

Medicare Open Enrollment 2018

As you may already be aware, the enrollment period for making changes to your Medicare Plan has recently opened and will end December 7th. This will be the only time that you are able to review...

Read

October 9, 2018

2018 Tax Planning Considerations

All taxpayers will be impacted by the legislative changes that took place in 2018. We have summarized some year-end tax planning ideas to include the following:Changes related to the new Tax Cuts and...

Read

February 13, 2017

Everyone Wins When Charitable Giving is Done Right by Kevin W. Margolis, Contributor

Charitable giving can be immensely rewarding personally; many of us have a cause we support, and in 2014, Americans donated $358.8 billion to charity. Charitable giving also has some great tax...

Read

February 13, 2017

IT'S A HUMAN PROCESS by Craig M. Greenway, Contributor

It’s a Human ProcessPlanning for Retirement Requires Looking at More than NumbersWhat do you see when you envision your life after retirement? Is it golfing every day? Traveling the...

Read

November 5, 2015

End of Year Planning Considerations - 2015

Take a look at our end of year financial planning considerations!

Read