SFS Wealth Management

SFS Wealth Management Securities and advisory services offered through SII Investments, Inc. SII and SFS Wealth Management are separate companies.

(SII), member http://www.finra.org/, http://www.sipc.org/, and a Registered Investment Advisor. SII Privacy Policy
https://www.siionline.com/public/forms/sii_madv6130a.pdf

Content posted by other parties does not necessarily represent the views of SII Investments or SFS Wealth Management. Content is for general purposes only and is not an offer to buy or sell any security. SII Investments does not provide tax or legal advice.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
05/24/2022

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

If you don’t have an , here’s some reasons why you should.
05/21/2022

If you don’t have an , here’s some reasons why you should.

Do you have an estate strategy? You should.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
05/17/2022

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

How prepared are you for retirement?
05/14/2022

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
05/10/2022

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments ...
05/09/2022

Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments from the Fed are making many investors skittish.

Monthly Market Insights | May 2022 U.S. Markets April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market. The Dow Jones Industrial Average lost 4.91 percent while the Standard & Poor’s 500 Index dropped 8.80...

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
05/07/2022

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
05/03/2022

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Terrible or wonderful; Could a variable annuity be right for you?
04/30/2022

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

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

All those years of work can add up to a small fortune. What's your strategy for your money?
04/26/2022

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

Does your business have a retirement strategy that fits your short, long-term needs?
04/23/2022

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

To choose a plan, it’s important to ask yourself four key questions.

This piece presents an overview of fundamental steps to consider when a loved one passes.
04/19/2022

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

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521 E Lincoln Road
Kokomo, IN
46902

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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