Sewall Financial Group

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

What to Expect in Your First Year of Retirement A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Periodic withdrawals in retirement may not be such a good idea.

Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

How to Make the Tax Code Work for You When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

9 Facts About Social Security There are things about Social Security that might surprise you.