SFA Wealth Management, LLC.

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.

05/25/2026

Memorial Day is a time to remember and honor those who gave their lives in service to our country. It’s also a moment to reflect on what matters most—family, legacy, and the impact we leave behind.

Wishing everyone a meaningful and reflective Memorial Day.

05/21/2026

Financial stress can take a toll on your mental well-being—especially when thinking about retirement, healthcare, or supporting family. Having a clear plan in place can help bring a sense of structure and confidence.

🧠 Taking care of your financial health is one step toward supporting your overall well-being.

05/20/2026

Being a “millionaire” looks different for everyone today. It’s not just about a number—it’s about having the resources to live comfortably, support your family, and enjoy retirement on your terms.

💡 Smart planning, consistency, and time can all play a role in building long-term financial confidence. Get started with a free consultation: https://sfawealth.com/contact-us/

05/19/2026

The average tax refund is around $3,500. Have you spent yours yet?

Larry Roby joined NewsChannel 5 Nashville to offer three tips to help turn your tax refund into a strategy that moves you closer to a strong financial future.

Give us a call at 615-216-1048 or visit www.sfawealth.com to learn more!

05/18/2026

When was the last time you reviewed your estate plan? Life changes like retirement, new grandchildren, or financial shifts can impact your wishes. Keeping your plan up to date helps ensure everything stays aligned with your goals.

📘 Read more in our latest blog on our website: 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.

05/14/2026

May is Small Business Month. Running a business means wearing a lot of hats—but your personal financial future deserves attention too. From retirement income to exit planning, having a strategy in place can help align your business success with your long-term goals.

📊 Your business is part of your story—make sure your plan reflects it.