Today, on National Philanthropy Day, we celebrate the incredible impact of generosity. From individuals to organizations, every act of giving helps shape a better world. At SFA Wealth, we understand that true philanthropy goes beyond donations—it’s about creating a lasting legacy. If you’re passionate about a cause, let’s explore how a strategic wealth management plan can amplify your charitable impact while aligning with your long-term financial goals. Together, we can make a meaningful difference. #LegacyOfGiving #FinancialImpact #SFAWealth #PhilanthropyDay

Planning for retirement is like planting a tree—the best time was 20 years ago, but the second-best time is now! #RetirementWisdom #RetirementPlanning #FinancialWisdom #SFAWealth https://sfawealth.com/

Today, we honor all who have served. Thank you, veterans, for your commitment and sacrifice. #VeteransDay #ThankYouVeterans #SFAWealth

It’s never too early—or too late—to start planning for the retirement you deserve! Reach out to SFA Wealth, and let’s work together to create a strategy just for you. #RetirementPlanning #PlanAhead #SFAWealth https://lnkd.in/eZSVuQPY

Ready for tax season? Let’s make sure you’re prepared with a strategy that maximizes your opportunities for tax efficiency. Contact us today to learn more! #TaxPlanning #YearEndStrategy #SFAWealth https://lnkd.in/eZSVuQPY

Clear communication is the key to effective retirement planning. At SFA Wealth, we ensure our clients are well-informed and in control of their financial future. Let’s talk about your retirement goals! #WorldCommunicationWeek #SFAWealth #RetirementGoals

Retirement doesn’t have to be spooky when you have a solid plan in place! Let’s take the scare out of your financial future—schedule your free consultation today! #HappyHalloween #SecureRetirement #SFAWealth https://lnkd.in/eZSVuQPY

Retirement isn’t just about choosing when to stop working—it’s about ensuring you have the financial freedom to enjoy it the way you want. The right income strategy can make all the difference in turning your retirement dreams into reality. Let’s work together to build a personalized plan that fits your goals. Ready to secure your future? Start today with SFA Wealth! #RetirementPlanning #FinancialFreedom #IncomeStrategy #SFAWealth #PlanAhead https://sfawealth.com/

What is a Retirement Drawdown Strategy? 6 Tips to Make Your Money Last You've spent decades building your nest egg. Then, when you retire, you need a plan to stop saving and start spending, but not too much that you risk running out of money. As I explain to Erin Kennedy, it's a delicate balance that requires you to consider these 6 variables:   1. A Plan to Minimize Taxes 2. Make the Right Decision about Social Security Benefits 3. Choose the Right Pension Payout 4. Balance Guaranteed Income and Long-Term Growth 5. Plan for Longevity 6. Account for Inflation   Accounting for each of these variables will be different for everyone. If you'd like to speak with a fiduciary advisor about creating your unique drawdown strategy that considers these 6 variables and many more, please reach out to my team by calling 615-216-1048 or visit www.SFAWealth.com   #WealthManagement #Retirement #DrawdownStrategy #Taxes #SocialSecurity #Inflation #Pension #GuaranteedIncome

When you inherit an IRA, it's essential to understand how taxes and required minimum distributions (RMDs) work to avoid costly penalties. The type of IRA you inherit and your relationship to the original owner will affect how and when you need to take distributions. This article from #Morningstar provides a deeper insight into the rules and their implications for you. Have questions about how this applies to your situation? Contact us today! #InheritedIRA #RMDs #FinancialPlanning #SFAWealth https://lnkd.in/eZzA3JJr