Sewall Financial Group

Wondering what to tell your financial pro? Check out this quick video for guidance!

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Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

Rightsizing for Retirement What does your home really cost?

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

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Are you considering a FIRE retirement? Learn the basics here.

FIRE Retirement This short, informative article teaches the basics of the FIRE movement.

Net unrealized appreciation (NUA) is a pretty simple concept, but the ex*****on can be difficult to understand. Check out the article to learn more.

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If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

A few strategies that may help you maximize your Social Security income.

Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable.

Terrible or wonderful; Could a variable annuity be right for you?

Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

Is your retirement portfolio subject to “sequence of returns” danger?

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Three important questions to consider before you start taking .

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?

When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

AI Tools Changing Retiree Entrepreneurship The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

Children with special needs may need ongoing help after their parents are gone.

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

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Worried about passing your wealth to a troubled adult child?There are strategies that can help.

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The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Retirement Plan Detectives Watch this fun video for tips on how to search for missing money.

Does your business have a retirement strategy that fits your short, long-term needs?

Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.