Blog
Tax Diversification in Retirement: Preparing Today for More Control Tomorrow
When most people think about retirement planning, they focus on one big question: “Have I saved enough?” That question matters, but it is only part of the story. The next question may be just as important: “How will my retirement...
Read MoreProtecting Your Oro Valley Sanctuary: Why Your Life Insurance Needs an Annual Checkup
Driving home along Oracle Road, watching the sun hit the Santa Catalina Mountains, it is easy to feel like you have successfully built a sanctuary for your family here in Oro Valley. But if that drive suddenly ended today, could your...
Read MorePaying for College
With the start of the new school year quickly approaching, now is a good reminder that the year will come and go before we know it. College costs are rising with inflation every year that ticks by, so the earlier you start planning,...
Read MoreSFG Q2 2026 Updates & Newsletter
So many amazing things have happened over the past couple of months and we are excited to share; #1 We are officially an SEC Registered Investment Adviser! #2 Meet our amazing interns from the #UniversityofArizona Eller College, Chloe...
Read MoreSummer Financial Checklist 2026
Summer Financial Check-up With the first half of the year behind us and summer in full swing, I find this time of year to be a great opportunity to do a mid-year check-in with my finances. Most of us spend more time in our house during...
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Show Me the Money
Last year I officially became debt free, so now I can focus on building wealth. Currently, I am contributing up to the match in our company 401k in the Roth to fill my tax-free bucket in retirement. Outside of work, I am building up my...
Read MoreMillionaire Mindset
In a world full of TikTok, YouTube, Instragram, X and other social channels trying to sell us a dream of becoming wealthy, or their version of success they have met with very little effort, I would like to share a tried-and-true recipe...
Read MoreSMART Goals
Happy New Year! There are 365 brand new days in this year which means a clean slate to start 2026! What would you like to accomplish with this shiny new year? Paying off debt? Saving more for emergencies? Planning a bucket list...
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