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When is it time to take the money and run to a new investment advisor?

Written by: Liz Weston, CERTIFIED FINANCIAL PLANNER™ Dear Liz: My wife and I are in our early 30s. She has a stock portfolio that has … Read more

Women Who Retire Early Can Miss Out
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Women Who Retire Early Can Miss Out

By: Beth Pinsker, Star Tribune Women have a math problem when it comes to retirement: On average, they retire two years earlier than men but they … Read more

Advisor Magazine Feature
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Sweet Financial Featured in May 2018 Edition of “Advisors Magazine”!

by Jane Meggitt, “Advisors Magazine” (May, 2018, pages 54-56 Read Online Here) A HOLISTIC APPROACH TO MONEY MANAGEMENT Diving Deep into Client Goals and Dreams … Read more

Reducing the Risk of Outliving Your Money
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Reducing the Risk of Outliving Your Money

“What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and pre-retirees … Read more

Forbes Best In State
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Sweet Financial Services has been ranked #5 on the Forbes Best-in-State Wealth Advisor list!*

Raymond James Financial Services is proud to announce that their very own Bryan J. Sweet ChFC® of Sweet Financial Services has been ranked #5 on … Read more

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Benefit from Your Birthdays

The road to and through retirement is dotted with time-sensitive financial planning milestones. Not all birthdays are about a driver’s license, getting to vote or … Read more

A Circle of Care
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A Circle of Care

It takes a dedicated caregiver and a well-orchestrated team to pull together all the resources needed to help someone you love live long and live … Read more

Five Things to Consider When Researching Retirement Questions on the Internet

Five Things to Consider When Researching Retirement Questions on the Internet

The internet can be a blessing and it can be a curse. It is a fantastic place to do research on almost anything, but is … Read more

It May Be Time to Reconsider What Retirement Means to You
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It May Be Time to Reconsider What Retirement Means to You

Whether you’ve been told you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, … Read more

Getting mentally ready to retire

Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire … Read more

Three Ways to Avoid the Downside of Retirement
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Three Ways to Avoid the Downside of Retirement

When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if … Read more

EstimatingYour_RetirementIncome_Needs
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Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate … Read more