Sewall Financial Group

Sewall Financial Group Wealth Management, Strategic Investments, Tailored Retirement Planning, Tax Optimization

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
06/02/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
05/30/2026

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

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

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/29/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
05/26/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
05/23/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Periodic withdrawals in retirement may not be such a good idea.
05/22/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
05/19/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
05/16/2026

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

Taking your Social Security benefits at the right time may help maximize your benefit.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
05/15/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
05/12/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Address

12 East 49th Street Floor 11
New York, NY
10017

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+12123814871

Website

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