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,...
ReadOctober 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...
ReadOctober 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 —...
ReadApril 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...
ReadMarch 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...
ReadJune 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...
ReadFebruary 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...
ReadNovember 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...
ReadOctober 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...
ReadFebruary 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...
ReadFebruary 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...
ReadNovember 5, 2015
End of Year Planning Considerations - 2015
Take a look at our end of year financial planning considerations!
Read