Retirees
Contact A Wealth Advisor Today
Ready for exceptional service and a personalized experience?
Retirees
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...
ReadApril 27, 2020
How To Marie Kondo Your Finances While You're at Home
It's likely that you and your family are spending more time at home these days. Due to the COVID-19 situation many are passing the time by learning new skills or taking on home projects. If...
ReadApril 6, 2020
Stores with Hours for Senior Citizens
The following stores have agreed to set specific hours of operation for senior citizen shoppers and others who may be immunocompromised. Walmart is allowing seniors or vulnerable people to shop...
ReadMarch 31, 2020
Summary of the CARES Act for Individuals
The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. This Act will have an impact on approximately 90% of all Americans in some form or fashion. There...
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...
ReadDecember 17, 2017
Planning for Estate Tax Portability
See our attached tips to plan for estate tax portability.
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...
ReadNovember 5, 2015
End of Year Planning Considerations - 2015
Take a look at our end of year financial planning considerations!
Read