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Latest Articles

Retirement

Split Annuity Strategy
How Women Can Prepare For Retirement
Women on the Rise
Saving Early & Letting Time Work For You
Helpful Retirement Strategies for Women

Investment

Are You Ready for Your Portfolio to Make a Difference?
How Stocks Work
Estimating the Cost of College
Pullbacks, Corrections, and Bear Markets
Required Reading: The Economic Report of the President
The Utility of Sector Investing
The Anatomy of an Index

Estate

3 Estate Challenges for Blended Families
Trends in Charitable Giving
Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist

Insurance

The Cost of Medical Care
The Value of Insuring Against Life’s Risks
Dog Bites Neighbor. Now What?
When Life Insurance Becomes Taxable
Keeping Summer Safe: Pool and Spa Safety Tips
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
Inventorying Your Possessions

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?

Money

Weighing the Benefits of Prepaid Debit Cards
Your Emergency Fund: How Much Is Enough?
U.S. Personal Savings Rate
The Lowdown on Those Free Credit Scores
Making a Charitable Contribution

Lifestyle

Good Health is Good Business
Debt Stress
Raising Healthy Children
Prevent a Rift: Money Tips for Newlyweds
Financial Aid for Students 101
Retiring Wild: National Parks and You
Personal Finance Tips for Military Families
Pickleball in Retirement
Fixed or Variable Mortgage, Which Should You Pick?

Contact

Office: (309) 797-0132

Fax: (309) 797-0942

615 35th Avenue

Moline, IL 61265

eric@sbsfinancial.net

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