Blog
Category: Retirement Planning
Preparing For Long Term Health Care – What You Need To Know
Most people above the age of 65 require long-term health care, but people born with mental or physical disabilities may also need long-term health care … Read more
Having the “talk”
The importance of discussing inheritance with your heirs You’ve achieved a level of financial success that allows you to share your wealth with the ones … Read more
Can Real Estate Be a Good Investment for Retirement?
There are many ways to invest for retirement purposes. Most people are familiar with traditional methods of preparing for retirement, such as a 401(k), IRA … Read more
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
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
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
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
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
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
“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
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
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