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Top Year-End Investment Tips

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


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


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


This Event Has Passed – Let’s Get Together…Virtually…For a Ladies Night In!!

What’s the risk of trying a piece of chocolate? Not a whole lot:You won’t like itYou’ll consume some caloriesYou’ll have a bad taste in your … 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


A Note from Brittany

“She turned her can’ts into cans and dreams into plans.” A note from our COO, Brittany Anderson… Our planning process here at Sweet Financial, the … Read more


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


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