Check out our upcoming events below!
In the meantime you can find out more information about the organization we co-host with for our educational workshops.
SOFA the organization, does not offer to sell financial products nor promote any one company. Though the Presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop-all other endorsements are non-SOFA related.
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Check out these articles below
One of the most critical things in retirement is not having enough income to last one’s lifetime. An annuity can help you by protecting retirement income. Retirees need a reliable source of income that protects them from the complex issues of unpredictable market-creating havoc in their retirement portfolio. For this reason, fixed-indexed annuities are becoming
Read MoreA recent survey found that 28% of workers are very confident about having enough money to live comfortably through their A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident. In 2001 congress passed a
Read MoreMany of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high. Does
Read MoreEvery year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits. It seems a shame not to make
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