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Opportunity Blooms in Tax Season

Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it … Read more

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Easy Ways to Add a Little More Joy to Your Day

Add a small splash of happiness to your regular routine with these suggestions. Start your day off on the right foot Have something to look … Read more

6 Key SECURE Act Takeaways for Individual Investors

Retirement and Longevity Review key changes that may affect your retirement and estate planning. Passed in December, the Setting Every Community Up for Retirement Enhancement … Read more

5 Key SECURE Act Takeaways for Business Owners

Review key changes related to automatic enrollment, retirement plan access and more. Passed in December, the Setting Every Community Up for Retirement Enhancement (SECURE) Act … Read more

12 Resolutions for 2020

12 Resolutions for 2020 Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions … Read more

Bryan Sweet, CLU®, ChFC®, MSFS, CFS selected to attend Raymond James Global Top 50 for 2020!

Congratulations to Bryan Sweet, CLU®, ChFC®, MSFS, CFS for being selected to attend Raymond James Global Top 50 for 2020! Raymond James Global Top 50 … Read more

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It’s a shopping revolution!

Sometime, probably not so long ago, comedian Dave Barry wrote, “Once again, we come to the Holiday Season, a deeply religious time that each of … Read more

Reflect on the people and things we are grateful for in our lives

In November, the Thanksgiving holiday prompt many of us to do something we usually don’t spend nearly enough time doing during the other 11 months … Read more

The “Sweet Life” Digest: Fall 2019

Read all about what we’ve been up to and how we are working to make your experience with us, just a little bit Sweeter!  Enjoy! … Read more

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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

Event Has Passed: Ready…Set…SHRED!

Sweet Financial Services will have a shredding truck coming to our office and we would like to invite you to bring any documents that you … Read more

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It has been said there are two sides to every story

Just look at world financial markets. Stock markets and bond markets are telling very different stories.1 In the United States, stock markets were blue ribbon … Read more