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Easy and Simple
"When my husband died I was at a loss, since he took care of everything. I was overwhelmed, but they helped me and my son to simplify things! And when I needed extra funds it was easy -- especially those unexpected expenses." - Jonel M.
Going The Extra Mile
"Every meeting with Jeff is beneficial. I love how he takes the time to clean old data from our books so we stay current. The painting activity and movies were fun and unexpected, and the Valentine's dinner for ladies was so special 😍" - Mary D.
Positive, Professional, and Courteous
"The Team at Sachs Financial is very positive, and all very professional and courteous. Jeff keep's us up to date on our annuities and additional helpful information on savings and life in general. Thank you!" - Gary and Alice L.
A Team You Can Count On!
"During my husband’s passing, they navigated me through a difficult time. I have a great trust in Sachs Financial, and the staff there. I’m extremely happy with the results of our financial analysis!" - Pamela B.
Great Guidance & Great Rates
"Sachs Financial is very pleasant & I am pleased with their advice and knowledge. Their suggestions led us to a route for placing funds into a product that gave us a great rate, and helped us not to lose money in a bad market." - Jimm H.
8 Financial Habits to Start Before Tax Season
Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize tax returns. Therefore, adopting certain financial habits before the onset of tax season may help lighten the tax season's load. 1. Regular expense monitoring—The first habit to work toward is consistently tracking [...]
4 Retirement Planning Myths That Could Cost You
What if everything you thought you knew about financial planning was wrong? Many well-meaning people fall victim to common financial myths—some of which could cost them thousands of dollars or even their retirement security. Let’s break down some of the biggest myths and uncover the real truths behind smart financial planning. Myth 1: The 4% Rule Guarantees Retirement Success The [...]
2025 Social Security Benefits and Taxes
People often misunderstand Social Security retirement benefits and taxation since not all benefits are taxable. The amount of benefits one receives and how much Federal tax applies depend primarily on the income level of the receiver and other factors. How to determine if benefits are taxable If Social Security benefits are the only source of income for the year, they [...]
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