by sochafinancial | May 22, 2023 | Educational
Having a new baby brings forward a lot of changes in your life, particularly when it comes to your finances. The cost of raising a child from birth to age 17 is estimated at $233,610 for an average middle-income family reported by the U.S. Department of Agriculture...
by sochafinancial | Apr 28, 2023 | Investment Management, SFG
The first quarter began with better-than-expected economic conditions and healthy returns in the stock and bond markets. This economic strength then turned from a positive attribute for the market to a negative as the bond market began pricing in more interest rate...
by sochafinancial | Apr 14, 2023 | Educational
Inflation is on a downward trend, but the question is whether and when it will come down to the FED’s 2% target. With so many moving parts – the future of inflation can be uncertain. What we do know… Inflation has been the underlying issue that caused the...
by sochafinancial | Mar 29, 2023 | Educational
Are you considering a Roth Conversion? If so, you may have heard how it can help give you more control over your taxable income in retirement. What exactly is a Roth Conversion? A Roth Conversion involves transferring retirement funds from a traditional-type IRA or...
by sochafinancial | Mar 16, 2023 | Educational
Volatile markets: Don’t rely on headlines for guidance on when to invest Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the...
