We help you make retirement, the world's longest coffee break
Today's investment climate offers unprecedented opportunities. At SW Financial, our mission is to help clients take advantage of those opportunities.
E-NEWSLETTER SIGN-UP
Subscribe to our newsletter and get exclusive news straight to your inbox!
SUBSCRIBE NOWNewsletters
-
Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
-
Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
-
Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
-
HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.