SFA Wealth Management, LLC.

06/17/2026

Estate planning is about more than documents and finances — it’s about protecting the people you care about and making your wishes clear for the future.

From wills and beneficiary updates to healthcare directives and legacy goals, having a plan in place can help bring clarity and peace of mind for your family.

A thoughtful legacy isn’t just what you leave behind — it’s the impact you leave on the people who matter most. To learn more, check out our blog: https://sfawealth.com/estate-legacy-planning-for-retirees/

Learn estate and legacy planning basics for retirees—protect assets, reduce stress, and ensure your wishes are honored.

06/15/2026

Effective Communication Month is a reminder that one of the most important parts of estate planning isn't found in legal documents—it's the conversations behind them.

Sharing your wishes with loved ones today can help reduce confusion, stress, and family conflict in the future.

Have you had the conversation? Read our blog to help you get started: https://sfawealth.com/estate-legacy-planning-for-retirees/

Learn estate and legacy planning basics for retirees—protect assets, reduce stress, and ensure your wishes are honored.

06/09/2026

Top Annuity Income Strategies: Finding the Right Fit for You

If you’re thinking about retirement income, the real question isn’t “Are annuities good or bad?” — it’s “Are they right for you?”

In this interview, Larry Roby and Erin Kennedy break down:
✔️ Why annuities get such mixed reactions
✔️ The difference between fixed, indexed, and variable annuities
✔️ How to know which (if any) fits your plan
✔️ When the right time to buy might be
✔️ And how all of this connects to your Social Security strategy

Because retirement income isn’t just about growth—it’s about creating confidence, consistency, and a plan that lasts. If you'd like to compare annuities and learn which, if any, is right for you, please call our team at 615-216-1048 or visit www.SFAWealth.com

06/08/2026

June is National Homeownership Month — a time to celebrate one of life’s biggest milestones and financial commitments.

Whether you’re mortgage-free, still paying down your home, or considering downsizing in retirement, your home plays a key role in your overall financial plan.

At SFA Wealth, we help our clients:

🔹Evaluate how home equity fits into retirement income
🔹Plan tax-efficient strategies for downsizing or relocating
🔹Align homeownership goals with legacy and estate planning

Your home is more than just a place to live — it’s part of your long-term financial story. Let’s make sure it’s working in your favor.

06/06/2026

National Higher Education Day is a reminder that planning ahead can make a meaningful difference for future students.

As education costs continue to rise, parents and grandparents can help build a stronger financial foundation by preparing early and creating a thoughtful college funding strategy.

Read our blog on this topic and contact us with questions:
https://sfawealth.com/college-planning-for-children-and-grandchildren-a-thoughtful-approach/

Learn how parents and grandparents can support college costs without sacrificing retirement through thoughtful, family-centered college planning strategies.

06/04/2026

Small estate planning mistakes today can create big challenges for loved ones later. The good news?

🔎 You can read our latest blog to learn what to watch for: https://sfawealth.com/estate-legacy-planning-for-retirees/

Learn estate and legacy planning basics for retirees—protect assets, reduce stress, and ensure your wishes are honored.

06/02/2026

June is Annuity Awareness Month — a good reminder that retirement planning is about creating a strategy that supports your long-term goals, income needs, and lifestyle.

For some retirees, guaranteed income may help build confidence in the future alongside investments, Social Security, and other retirement assets.

The key is having a personalized plan that fits your needs — not a one-size-fits-all approach.

05/28/2026

Legacy planning goes beyond finances—it’s about the impact you leave behind. Whether it’s supporting causes you care about or sharing your values with future generations, your legacy is more than numbers.

✨ Explore ideas in our latest blog: https://sfawealth.com/estate-legacy-planning-for-retirees/

Holistic financial strategies tailored to your goals.

05/27/2026

If you have kids or grandkids heading to college, don’t forget—the FAFSA deadline is June 30th. Completing the FAFSA can open the door to grants, scholarships, and other financial aid opportunities.

For other college planning tips, read our recent blog on the topic: https://sfawealth.com/college-planning-for-children-and-grandchildren-a-thoughtful-approach/

🎓 A little preparation now can make a big difference in managing education costs.

Learn how parents and grandparents can support college costs without sacrificing retirement through thoughtful, family-centered college planning strategies.