SB Financial Group
We inspire action plans toward financial freedom.
We take time in our financial planning process to get to know your needs and desires, and we empower you to make decisions in your best interest that improve your ability to attain your future goals.
02/04/2020
How Life Insurance Works
Business Insider breaks down how life insurance works.
https://www.businessinsider.com/how-does-life-insurance-work-protects-your-family
5 Retirement Basics Every American Should Know
Here are 5 retirement basics, that according to US NEWS, every American should know.
If you've never had life insurance before, this is exactly how to get it and why you should sign up when you're young How does life insurance work? It gives your loved ones an income source if you pass away, and a term policy won't cost you much per month.
01/21/2020
Free Financial Tools
Wondering how to determine your required minimum distributions? Check out the financial planning tools page from http://ow.ly/8ZJr50xnReL, which offers a number of helpful calculators.
http://ow.ly/utwP50xnReJ
Free Financial Planning Tools | Investor.gov Required Minimum Distribution Calculator Determine how much you are required by IRS regulations to withdraw from your retirement fund at various ages. Go To Calculator
01/07/2020
Here's why it might be easier to catch up on retirement savings in 2020
Thanks to adjustments in catch-up contributions, some individuals may be able to contribute more to their retirement plans.
Here's why it might be easier to catch up on retirement savings in 2020 Those age 50 or older will be able to save a little more in their 401(k) plans.
12/23/2019
Spending Bill Includes Seismic Retirement Changes, Curtails Stretch IRAs
Spending Bill Includes Seismic Retirement Changes, Curtails Stretch IRAs The 2020 budget deal includes the SECURE Act, which passed in the House 417-3 in May but stalled in the Senate. We have a link to the text, all 1,773 pages of it.
12/17/2019
Estate Planning: A 7-Step Checklist of the Basics
Estate planning is not just for the wealthy or affluent—it’s for anyone who has concerns about what they leave behind and can be an important part of your overall retirement planning.
NerdWallet offers a 7-step estate planning checklist for you to consider.
Estate Planning: A 7-Step Checklist of the Basics - NerdWallet What is estate planning? Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One of the goals is…
12/16/2019
Baby Brown
For the month of December through the close of the year,
We eagerly await Baby Brown to appear!
She is due December 6 (her name secret heretofore),
SB Financial ’s doors will be open as usual, 9 to 4.
Celebrate with us as Baby Brown brings us good cheer!
http://ow.ly/aDwR50xnQXd
12/09/2019
Baby Brown
For the month of December through the close of the year,
We eagerly await Baby Brown to appear!
She is due December 6 (her name secret heretofore),
SB Financial ’s doors will be open as usual, 9 to 4.
Celebrate with us as Baby Brown brings us good cheer!
http://sbfgnc.com
12/03/2019
3 Timeless Lessons for Your Retirement Plan
How you approach retirement planning is important for your life after work. Here are three key retirement lessons for you to consider
3 Timeless Lessons For Your Retirement Plan Just like most things on Wall Street, there are several ways to successfully plan for your retirement, the key is to find one that works for you.
12/03/2019
Baby Brown
For the month of December through the close of the year,
We eagerly await Baby Brown to appear!
She is due December 6 (her name secret heretofore),
SB Financial ’s doors will be open as usual, 9 to 4.
Celebrate with us as Baby Brown brings us good cheer!
http://ow.ly/qKqz50xnQPv
11/25/2019
“For to be free is not merely to cast off one’s chains, but to live in a way that respects and enhances the freedom of others.” – Nelson Mandela http://sbfgnc.com
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Address
2000 Aerial Center Parkway, Suite 108
Morrisville, NC
27560
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |