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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,...

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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...

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April 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...

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April 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...

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March 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...

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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...

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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...

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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...

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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...

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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...

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December 17, 2017

Planning for Estate Tax Portability

See our attached tips to plan for estate tax portability.

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April 7, 2017

Helping Your Assets Grow by Greg Morgan, Contributor

Greg Morgan shares his top advice for growing assets in Good Life Family Magazine. Check out the article: Helping Your Assets Grow

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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...

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November 5, 2015

End of Year Planning Considerations - 2015

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

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