Strategic Financial

SFA provides holistic financial planning and wealth management solutions to business owners, executives, and affluent families.

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#MondayMotivation: “If you cannot do great things, do small things in a great way.” – Napoleon Hill

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Meet Joan Kerns, the inspiring 87-year-old trailblazer who not only carved out a niche for her family nearly 60 years ago but also laid the foundation for their future success through strategic succession planning. https://t.co/YAMGtu5n6J

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Check out this article about how much the average 65-year-old retiree spends monthly on retirement planning. https://t.co/AjnKjT5xhh

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#MondayMotivation: “It is never too late to be what you might have been.” – George Eliot

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Take a look at these 6 sources of retirement income that are not taxable… https://t.co/5D3cu3G18O

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Many business owners want to keep their family business within their families. But demographics and generational issues are making that tougher. Read on for more info… https://t.co/qxsMuWDMBy

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#MondayMotivation: "Successful people do what unsuccessful people are not willing to do. Don't wish it were easier; wish you were better." - Jim Rohn

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Take a look at these practical tips for growing your small business… https://t.co/rouGzpY19T

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If you're caring for both aging parents and your kids, you're in the 'Sandwich Generation.' Here are five tips to help ease the financial stress. https://t.co/bYEDvXBzxK

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#MondayMotivation: “Learn to say ‘no’ to the good so you can say ‘yes’ to the best.” – John C Maxwell

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Toby Keith had more than just a knack for writing and recording No. 1 records – he was also bitten by the entrepreneurial bug and dabbled in a variety of business ventures during his lifetime. Take a look… https://t.co/FzhREcIwhc

[Strategic Financial @sfafn]

Check out these 10 money-saving tips that could be game-changers for anyone looking to take control of their finances and achieve financial freedom… https://t.co/bbrYcYdnJ0

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#MondayMotivation: “Once you learn to quit, it becomes a habit.” ― Vince Lombardi

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Planning your financial strategy doesn’t have to be difficult. Here’s a step-by-step guide on how to make a financial plan. https://t.co/yAE5pEQtjB

[Strategic Financial @sfafn]

Check out these tips for becoming a successful entrepreneur… https://t.co/NZAER0U2yA

[Strategic Financial @sfafn]

#MondayMotivation: “If you don’t like the road you’re walking, start paving another one.” —Dolly Parton

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Take a look at these 15 tips for teaching children money management… https://t.co/bGaz0bh7JJ

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Here are some examples that serve as a stark reminder of the potential pitfalls foundations may face without a proactive approach to executive leadership transition… https://t.co/yrKTlSqXM7

[Strategic Financial @sfafn]

#MondayMotivation: “I hated every minute of training, but I said, ‘Don’t quit. Suffer now and live the rest of your life as a champion.” ―Muhammad Ali

[Strategic Financial @sfafn]

This article aims to delve into modern charitable giving strategies, providing practical tips on how these can be effectively integrated into estate plans to maximize both impact and tax advantages. https://t.co/UYg3NW6W9c