by sochafinancial | Feb 5, 2026 | SFG
To live a rich retirement life, envision what truly brings you joy and fulfillment. Retirement is often envisioned as a time of relaxation and freedom, a period to enjoy the fruits of years of hard work. However, living a truly “rich” life during these years involves...
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 14, 2025 | Investment Management, SFG
Despite the economic uncertainty over the past 12 months, the S&P 500 still posted a strong 17.51% gain. As a market cap-weighted index, its performance was driven by tech giants like Apple, Microsoft, Amazon, and Google. In contrast, the equal-weighted S&P...
