Social Security in 2022: Get the Facts
Approximately 70 million retired Americans collect Social Security benefits. Of those retirees, 8 million also collect Supplemental Security Income (SSI). But Social Security is more
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Eric Gomez
CEO
Portfolio Manager
Eric Gomez
Approximately 70 million retired Americans collect Social Security benefits. Of those retirees, 8 million also collect Supplemental Security Income (SSI). But Social Security is more
This weekend we had news of another coronavirus variant named Omicron. The stock market reacted with the broad stock markets down over 2% on Friday.
The big changes coming to Medicare in 2022 are increased costs for premiums, coinsurance, and deductibles. If you are a higher income earner, income-related adjustments
Investing is a topic that many people have an interest in following. But, whether you are new to investing or an experienced investor, there is
Wondering about life insurance? Life Insurance is a contract that pays a lump sum in the event of death, and it provides financial security for
Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their plans and their
Yes! As fiduciaries, we are required to adhere to a fiduciary standard. That means we are required both ethically and legally to put your interest before our own.
We work with clients that range from small business owners to executive-level professionals. Typically, the clients we work with don’t have the time to take care of every detail themselves or have the desire to do the research necessary to execute a financial plan on their own. They appreciate the convenience our digital platform brings them.
We will bring our office to you. Meet with your advisor from your home or office using Zoom, sign documents electronically, and schedule meetings on your time. You also gain access to your financial plan 24/7 along with end of day market updates in client portal.
Our fiduciary advisors specialize in tax-efficient retirement strategies, estate planning, and wealth management.
Start looking ahead to the future with SG Wealth Managers today and get answers to your questions.
When it comes to asset management and planning, you’ve worked your whole life to get where you are. Now, you deserve to work with a partner who knows how to steer you in the right direction. Someone who has a vested interest in your financial plan’s success. Someone like SG Wealth Managers.
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