by sochafinancial | Dec 20, 2025 | Informational, SFG
The “right” way is to align your decision with your financial goals and plan. Year-end bonuses can be a welcome financial boost, but deciding how to use this extra income often sparks debate. Should you save it, invest it, pay off debt, or indulge in a welldeserved...
by sochafinancial | Dec 11, 2025 | Informational, SFG
THE END OF THE YEAR IS WHEN A LOT OF DEADLINES COME UP. So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track. And it’s wise to use a checklist to see where you are and what you should do. Here are eight of the...
by sochafinancial | Nov 20, 2025 | Informational, SFG
How to stick to your financial goals and enjoy the holiday season this year As the year winds down, the holiday season brings excitement, celebration, and togetherness. However, it also brings increased expenses that can strain your budget and divert you from...
by sochafinancial | Nov 14, 2025 | Informational, SFG
Tips to minimize tax burdens in order to maximize your retirement wealth Once retirees reach age 73 (as per the latest SECURE Act changes), they must start taking Required Minimum Distributions (RMDs) from tax-deferred accounts such as 401(k)s and traditional IRAs....
by sochafinancial | Oct 2, 2025 | Informational, SFG
Tips to navigate financial uncertainty for a more secure and restful future. In an era of unprecedented change and economic volatility, the sleepless nights associated with financial concerns are becoming all too familiar. Despite an overall confidence in their...
by sochafinancial | Aug 1, 2025 | Informational, SFG
The earlier you start saving, the easier it will be to send your kids to college. The month of August is when many parents are preparing to send children back to school this fall. While the checklists grow and the kids soak in the last few minutes of summer break,...
