Sloan Financial Group

Sloan Financial Group Helping successful professionals turn what they’ve built into a coordinated retirement strategy.

Sloan Financial Group helps successful professionals and families bring the pieces of their financial lives together as they prepare for and transition into retirement. We take a coordinated approach to retirement planning, bringing investments, retirement income, tax considerations, Social Security, estate planning considerations, and other financial decisions into one strategy built around what matters most to you. Our goal is simple: help you understand where you stand, make confident decisions, and turn what you've built into the retirement you envision. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. 2500 Bridges Street, Ste. 9, Morehead City, NC 28557. 252-723-7637 The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

09/24/2026

If retirement is somewhere on the horizon, here's a question worth thinking about:

What decisions would you rather make with five years to prepare than five months?

Maybe it's deciding when to retire.

Understanding where your retirement income will come from.

Thinking through Social Security.

Reviewing taxes.

Evaluating investment risk.

Planning for healthcare.

Updating an estate plan.

Or simply figuring out what you want retirement to look like.

You don't need to have every answer today.

But the earlier you identify the decisions that matter, the more time you may have to evaluate your options.

You've spent years building toward retirement.

The transition deserves planning too.

09/21/2026

A market drop can feel very different when retirement is two years away instead of twenty.

When you're still working and saving, you may have time to continue contributing and wait for markets to recover.

But what happens when you're retired and also relying on those investments for income?

That's when questions like these become more important:

How much cash should we have available?

Where will our income come from during a down market?

How flexible is our spending?

How much risk do we actually need to take?

And would a difficult first few years change the retirement plan?

The goal isn't to predict the next market decline.

It's to have a plan that considers what happens when markets don't cooperate.

09/17/2026

What do you actually want retirement to look like?

Maybe it's traveling more.

Spending mornings on the water.

Playing more golf.

Seeing the kids and grandkids more often.

Volunteering.

Working because you want to, not because you have to.

Or simply having more control over your time.

Those aren't just lifestyle questions.

They're financial planning questions too.

The retirement you want helps determine how much income you'll need, how much flexibility matters, and what your savings and investments eventually need to support.

Before asking, "Do we have enough?"

It can help to first answer:

"What are we actually trying to have enough for?"

09/14/2026

By the time retirement gets close, most people don't have just one financial account.

There's the 401(k).

Maybe an IRA or two.

Savings.

Investment accounts.

Social Security.

Possibly a pension.

Insurance.

And an estate plan that may not have been looked at in years.

Having all of those pieces is one thing.

Knowing how they work together is another.

Where should retirement income come from first?

How could withdrawals affect taxes?

How much cash should you keep?

What happens to everything if one spouse dies first?

Retirement planning isn't just about having enough accounts or investments.

It's about understanding how the pieces you've spent years building can work together for the life ahead.

09/10/2026

Retirement can change your tax situation in ways that aren't always obvious.

While you're working, much of your income may come from a paycheck.

In retirement, it could come from several places:

401(k)s and IRAs.

Social Security.

Pensions.

Investment accounts.

Cash savings.

And those different sources aren't necessarily taxed the same way.

That's why the question isn't always:

"How can I pay the least amount of tax this year?"

Sometimes the better question is:

"How could the decisions we make today affect our taxes throughout retirement?"

The years around retirement can create planning opportunities worth understanding before making big decisions.

09/07/2026

For most of your working life, you know where the next paycheck is coming from.

Retirement changes that.

Suddenly, income may need to come from several different places:

Social Security.

A 401(k) or IRA.

A pension.

Savings.

Investment accounts.

Maybe even part-time work for a while.

The question isn't just whether you've saved enough.

It's how those different pieces can work together to create the income you need without unnecessarily disrupting the rest of your retirement plan.

Knowing where your retirement paycheck will come from before the last working paycheck arrives can make that transition much easier to understand.

09/03/2026

If retirement is five years away, it may feel like there's still plenty of time.

But some of the decisions that shape retirement start well before your last day of work.

When should you take Social Security?

How will you replace your paycheck?

Which accounts will you use first?

What could taxes look like after retirement?

How much should you keep in cash?

What happens if the market drops right as you're preparing to retire?

You don't need every answer five years in advance.

But knowing which decisions are coming gives you more time to prepare for them.

Retirement doesn't start with your last paycheck.

The transition starts before it.

08/31/2026

Retirement can feel a lot closer once you start thinking about life after the last paycheck.

Maybe it's more time on the water.

More travel.

Golf on a Tuesday instead of squeezing it into the weekend.

More time with family and grandchildren.

Or simply having more control over your time.

But eventually the lifestyle question becomes a financial one:

Can we actually afford to live the retirement we've worked for?

That's about more than reaching a certain account balance.

It's understanding what your lifestyle may cost, where your income will come from, how taxes could change, when Social Security fits in, and how your investments support it all.

You've spent years building toward retirement.

The next step is understanding how what you've built can support the life you actually want.

08/25/2026

Explore the next chapter you get to author.

06/16/2026

Adding a child to the deed? Read this.

Address

2500 Bridges Street Suite 9
Morehead City, NC
28557

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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