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Sweet Financial Services Presents……Ages 22-35: What things should you be considering?

Your Virtual Meeting Series: Wednesday, September 30th, 2020 at 4pm cst Making the right financial decisions early on can allow for wonderful possibilities throughout life. … 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

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

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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