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.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.