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IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs.

Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an IRA or company plan. By “ALL” … Read more

Celebrate the Fourth with some refreshing treats!

The first Fourth of July celebrations were not somber affairs, despite the uncertainty surrounding the audacious act of signing the Declaration of Independence. Many of … Read more

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Sweet Financial Services Presents……Making the Most of Charitable Giving

Your Virtual Meeting Series: Wednesday, July 8th, 2020 at 4pm cst Giving money to charity may seem pretty straight-forward, right?  Well, there are several techniques … Read more

Bryan J. Sweet, Founder & CEO of Sweet Financial Services, Wealth Advisor, RJFS, Named to 2020 Financial Times 400 Top Financial Advisers

Our very own Bryan Sweet has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers! The list recognizes top financial … Read more

CORONAVIRUS RESPONSE

Our business is and has always been about people – our clients and their families, as well as our associates and theirs. Life is changing, … Read more

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Coronavirus Response Bill, with Required Paid Sick Leave, Enacted into Law

On March 18, 2020 President Trump signed into law H.R.6201, a $104 billion bill that, among other things, requires small employers (those with fewer than … Read more

KEYC asks Sweet Financial Services for comments on stock market volatility and coronavirus

Click picture below to watch! Our goal is to help our clients stay focused on their dreams by showing them what is possible, regardless of … Read more

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You’re Invited – Beach Balls, Traffic & Sunscreen…

With the recent market volatility, Sweet Financial Services of Fairmont and Jackson would like to offer you an opportunity for an immediate way to interact with any … Read more

Forbes Best-In-State Award – 3rd Year in a Row!

Fairmont, MN – Bryan J. Sweet, ChFC®, Founder and CEO of Sweet Financial Services has been named to the 2020 edition of the Forbes list of Best-In-State Wealth … Read more

2019-2020 Sweet Year in Review

By now you should have received this year’s copy of A Sweet Year – our 2019-2020 annual report. This was designed with you in mind. … Read more

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This Event has passed. Women Forward Event: The Path to Becoming a Millionaire

7 Simple Steps to Creating Your Financial Plan Planning for your financial future doesn’t have to be complicated. That’s why we bring you this workshop where we … Read more

Bryan Sweet, CLU®, ChFC®, MSFS, CFS selected to attend Raymond James Global Top 50 for 2020!

Congratulations to Bryan Sweet, CLU®, ChFC®, MSFS, CFS for being selected to attend Raymond James Global Top 50 for 2020! Raymond James Global Top 50 … Read more