Savings and Retirement
How to Plan Your Post-Retirement Income
Every day, it’s estimated that 8,000-10,000 Americans retire and leave the workforce. But there’s a big difference between not working and not worrying. According to a survey by the Employee Benefit Research Institute, 31% of […]
How to Do a No-Spend Month
If you’re anything like me, you may have experienced some shock looking at your credit card statement after the holidays. Between gift purchases, decorating, travel to see family and other general end of the year […]
What is a 529 Account, and Do I Need One?
If you’re a parent of young children or even thinking about becoming a parent, chances are you’re already worried about how you’re going to pay for their college expenses. And if you don’t yet have […]
What is the Difference Between Wills and Trusts?
No one likes to think about what will happen after they’re gone, and so “wills,” “trusts” and “estates” are not usually popular conversation topics. If you’re still far from retirement, you may think there’s no […]
Saving Tips From Moms, For Moms
Moms are rock stars – they are caretakers and providers and, as of late, at-home educators, doctors, therapists and just plain superheroes! They dry tears, make favorite meals, provide advice, plan parties, go to bat […]
Introduction to Investing: A Service Financial Group Primer
Investment markets are more accessible to the average American than ever before, and thanks to retail websites and mobile applications alike, everyday people are attempting to build wealth through the transaction of securities. It’s important […]
Getting Started: Saving for your First Home
So, you’re saving for your first home – congratulations! As someone currently knee-deep in the process of readying themselves for the journey of buying a home in the next year, I can relate. There is […]
Service Financial Group Has Arrived, and Here’s How They Can Help You With a Rollover IRA
You have worked diligently to save money in your 401(k) or other retirement accounts, but what happens to your balance if and when you change jobs? If you cash out, you’ll typically pay the income […]
How to Take Charge of Your Financial Health in Uncertain Times
While we can’t control or predict the unexpected, we are here to help you be financially prepared for whatever comes your way. If you are feeling overwhelmed by your current financial situation, you are not […]
How to Budget for and During Vacation
Many people dream of taking exotic vacations around the world and seeing new places but find that the price tag for their dream vacation holds them back. However, traveling far and wide isn’t just for […]