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Your Post-CARES Act Guide

Explore the act’s impact on year-end planning. Signed into law on March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act offered an … Read more

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Women Forward of Sweet Financial Services Presents…Happy, Healthy & Wealthy –Creating Daily Joy, Abundant Time and Building Wealth

Thursday, August 27, 2020 at 5:30pm  This event is specially designed for the woman who is looking to create her own happiness, focus on what … Read more

Top Year-End Investment Tips
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Sweet Financial Services Presents……$6MM + Estate Planning

Your Virtual Meeting Series: Wednesday, August 19th, 2020 at 4pm cst Estate planning is very important for both you and those you care about most. … Read more

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Sweet Financial Services Presents……Leading Through Adversity – A Special Event for Business Owners

Your Virtual Meeting Series: Wednesday, August 5th, 2020 at 4pm cst 2020 has brought forward a series of events that no one could have predicted. … Read more

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Sweet Financial Services Presents……Over 55 & Not Yet Started Social Security?

Your Virtual Meeting Series: Wednesday, July 22nd, 2020 at 4pm cst This educational webinar is specifically designed for those ages 55 and over who have not yet started Social … Read more

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Event Has Passed: Margaritas & Markets

The first half of 2020 has brought forward a series of events that no one could have predicted with so much that has been outside … Read more

Top Year-End Investment Tips
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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

Which Wellness Perks Do Employees Value Most?

Which Wellness Perks Do Employees Value Most? Consider the value in offering your team a few thoughtful, low-cost perks. A recent survey from FutureWorkplace and … 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

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5 Reasons to never hire a financial advisor

Well, isn’t that something to think about? It may be a little odd that a financial business such as Sweet Financial is even considering having … Read more

Your Money The High Price of Ignoring Financial Advice

IRA Protection Against the Evil Genie in the Lamp

The Slott Report Posted: 13 May 2020 05:50 AM PDT By Andy Ives, CFP®, AIF®IRA AnalystFollow Us on Twitter: @theslottreport The evil genie in the IRA … Read more