SIS Financial Group

06/18/2026

Many retirees spend decades learning how to save, but retirement also requires learning how to spend with confidence.

This Kiplinger article explores strategies for enjoying your retirement while making your savings last.

https://www.kiplinger.com/retirement/happy-retirement/master-the-art-of-spending-in-retirement

Many people find it tough to shift from saving to tapping wealth once they stop work. Here's how to enjoy your money more — without fear of running out.

06/17/2026

A Medicare overpayment notice doesn't always mean you owe the full amount.

In the latest SIS Financial Group blog, we explain what overpayments are, why they happen, and what steps you can take if you receive a notice.

https://sisfg.com/overpayments/

By Elaine Floyd, CFP ® Imagine getting a letter from SSA saying that they overpaid you, that you were not entitled to the benefits you’ve been receiving, and that you must now repay $59,000 in benefits that should not have been paid to you. This is what happened to the client of one of our fina...

06/16/2026

Student loan rules continue to change, making tax planning more important than ever.

This CNBC article explores how new repayment options and potential tax consequences could impact borrowers' long term financial plans.

https://www.cnbc.com/2026/06/13/rap-student-loans-tax-planning.html

With some planning, federal student loan borrowers can save on their monthly bills under the U.S. Department of Education's new repayment plan.

06/15/2026

📚🐾 Marshall Monday 🐾📚

Summer is the perfect time to slow down, relax, and dive into a good book.

Marshall seems to be working through Yellowstone, Colorado, and a few other adventure stories, but it got us wondering...

What's on your summer reading list?

Whether it's a beach read, a biography, a financial book, or a classic you've been meaning to pick up, share your recommendations below!

06/12/2026

Retirees can unintentionally reduce their Social Security income through common planning mistakes.

Hagen Pruemm of SIS Financial Group shares insight in this GoBankingRates article on ways to help maximize your benefits and protect your retirement income.

https://www.gobankingrates.com/retirement/social-security/ways-retirees-accidentally-shrink-social-security-income/

Early claiming, taxes and filing mistakes can quietly reduce Social Security checks by hundreds of dollars each month.

06/11/2026

A layoff near retirement can impact more than your income. It can affect healthcare, Social Security timing, and long term financial plans.

https://www.usatoday.com/story/money/personalfinance/2026/05/25/early-retirement-job-loss-health-layoffs/90218745007/

A new survey underscores a common misconception about retirement: that we get to choose when and how we leave the workforce.

06/10/2026

Did you know Medicare overpayments can happen more often than people realize?

Understanding why overpayments occur and what steps to take if you receive a notice can help you avoid unnecessary stress and protect your retirement finances.

Learn more from SIS Financial Group:
https://sisfg.com/overpayments/

By Elaine Floyd, CFP ® Imagine getting a letter from SSA saying that they overpaid you, that you were not entitled to the benefits you’ve been receiving, and that you must now repay $59,000 in benefits that should not have been paid to you. This is what happened to the client of one of our fina...

06/09/2026

Will your retirement savings last?

This Investopedia article shares 5 strategies that can help retirees avoid outliving their money.

https://www.investopedia.com/5-essential-financial-tips-to-avoid-running-out-of-retirement-savings-1775758394-11977654

06/08/2026

Marshall hopes you find what you are looking for this week!

06/05/2026

🍩 Two hands, two donuts, this is called balance, people! Whether you're team classic glazed or all-in on the sprinkle situation, today is your official excuse to go sweet. Happy National Donut Day!