According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, there are steps you can take to help reduce the impact of taxes on your retirement savings.
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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Need Financial Advice? We Can Help. | SF Financial Services
Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.