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Sweet Financial Fall Retirement Solutions

Retirement Solutions: Fall 2016 Newsletter

Whats happening at Sweet Financial Services? Read all about what we’ve been up to and how we are working to make your experience with us, … Read more

Top 4 Retirement Planning FAQ’s

Helping plan for a successful retirement is one of our favorite ways to help our clients.  We like to connect the dots between our clients … Read more

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Establishing a Budget: 8 Tips to Set and Achieve Your Budget Goals

How confident are you about your financial future?  If you are dealing with some uncertainty or have concerns, studies show that you are not alone.  … Read more

Weekly Market Commentary: November 22, 2016

The Markets This time it’s the end. Really. Possibly. It seems like experts have been forecasting the end of the bull market in bonds for … Read more

Tax tips before filing
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HALF vs. ELF Companies

In the realm of business there are many different sayings out there to describe success vs. lack of success.  You’ve got terms like proactive vs. … Read more

Weekly Market Commentary: November 15, 2016

The Markets Surprise! Markets were remarkably sanguine following the election of Donald Trump to the presidency of the United States. There was a moment of … Read more

Oliver Kollofski Receives Advanced Training from America’s IRA Professionals

Semiannual Workshop Held for Members of Ed Slott’s Elite IRA Advisor GroupSM to Train on Latest Retirement Account Planning Strategies, New Tax Laws and Guidelines … Read more

Weekly Market Commentary: November 8, 2016

The Markets Markets hate uncertainty – and that may create opportunities. Last week, investors experienced another bout of election jitters, and the Standard & Poor’s … Read more

Ten Must Know Tax Items – Part 2 of 2

Well, hopefully you found last month’s blog to be helpful! We outlined the items 1-5 of this 2-part series Ten Must Know Tax Items – … Read more

Weekly Market Commentary: November 1, 2016

The Markets It’s almost over… During July 2016, Pew Research reported almost 60 percent of Americans were suffering from election fatigue. They weren’t uninterested in … Read more

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Important Questions to ask a Late Spouse’s employer

Losing your spouse is a huge loss in your life.  What do you do now?  Where do you go, who do you notify, who will … Read more

Weekly Market Commentary: October 26, 2016

The Markets “Verrrry interesting.” Arte Johnson’s catch phrase from Rowan & Martin’s Laugh-In may not have described U.S. stock markets last week, but there were … Read more