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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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.