Sewall Financial Group

Sewall Financial Group Wealth Management, Strategic Investments, Tailored Retirement Planning, Tax Optimization

Just entering retirement? Here's what you need to know.
09/08/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
09/05/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
09/04/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
09/01/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

How prepared are you for retirement?
08/29/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

When was the last time you updated your will?
08/28/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Terrible or wonderful; Could a variable annuity be right for you?
08/25/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
08/22/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
08/21/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Address

12 East 49th Street Floor 11
New York, NY
10017

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+12123814871

Website

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