SIS Financial Group

06/04/2026

Turning 65 or retiring soon? Medicare decisions can get even more complicated if COBRA coverage is part of the picture. Learn more in the latest SIS Financial Group blog:
https://sisfg.com/medicare-and-cobra/

06/03/2026

Midweek financial check in. ✔️

When was the last time you reviewed your retirement plan?

A quick check on beneficiaries, account contributions, or your long term goals can make a big difference over time. Small steps today can help keep your future on track.

06/02/2026

Caring for both children and aging parents can create financial pressure from every direction.

This USA Today article takes a closer look at the challenges facing the sandwich generation.

https://www.usatoday.com/story/money/personalfinance/2026/05/09/kids-parents-sandwich-generation-afford-care/89977136007/

The "sandwich generation" simultaneously cares for kids and parents. How can they afford to do both?

06/01/2026

🐾 Marshall says: "It's Monday — let's GET IT." 🐾

This good boy doesn't take days off, and neither does your financial future! The SIS Financial Group team is here all week to help you plan, grow, and protect what matters most.
What's YOUR money goal this week? Tell us in the comments! 👇🐶

05/29/2026

Major life changes like marriage can impact more than your personal life. They can affect your finances, too.

See what to keep in mind in this SIS Financial Group blog:
https://sisfg.com/marital-events/

By Elaine Floyd, CFP ® Changes in marital status always call for a review of the financial plan. As you’re considering how taxes, estate planning, and retirement goals may be impacted by marriage, divorce, or death of a spouse, don’t forget about Social Security and Medicare. Here’s a rundo...

05/28/2026

Congratulations to Hagen Pruemm of SIS Financial Group for being featured in GoBankingRates.

In the article, “5 Ways Retirees Accidentally Shrink Their Social Security Income,” Hagen shares insight on common missteps that can impact retirement income and why thoughtful planning matters.

Read the full article here:
https://www.gobankingrates.com/retirement/social-security/ways-retirees-accidentally-shrink-social-security-income/?utm_source

Early claiming, taxes and filing mistakes can quietly reduce Social Security checks by hundreds of dollars each month.

05/27/2026

Could a Roth 401(k) requirement actually benefit your retirement plan?

This Kiplinger article looks at why a forced Roth may create long term tax planning opportunities for some savers.

https://www.kiplinger.com/retirement/401ks/the-new-401-k-mandate-why-a-forced-roth-could-be-a-boon-for-your-retirement

A new rule stipulates that 401(k) catch-up contributions made by high earners 50 and older must be deposited into a Roth account. Here's why that's a big plus for your retirement.

05/26/2026

Cash or invest your emergency fund?

The right answer depends on your goals, timeline, and risk tolerance.

This Investopedia article breaks it down:
https://www.investopedia.com/keep-cash-for-emergencies-or-invest-it-all-and-rely-on-credit-11967985

Should you invest your emergency fund? Learn the risks and benefits of growing your savings through investments while maintaining financial security.

05/25/2026

This Memorial Day, we remember and honor the brave men and women who made the ultimate sacrifice for our country. We are grateful today and every day for their service and sacrifice.

05/22/2026

Credit card skimmers are becoming more advanced and harder to spot.

This AARP article shares warning signs consumers should watch for and tips to help protect personal and financial information while using ATMs, gas pumps, and payment terminals.

https://www.aarp.org/money/scams-fraud/credit-card-skimmers/?src=psn

8 tips to protect yourself from criminals who install skimmers on card readers to steal users’ cash