SFP Tax Prep

11/27/2025

Wishing you and your loved ones a holiday filled with warmth, joy, and gratitude.

11/11/2025

Investing a little time into your financial strategy today can mean more peace of mind tomorrow.

Let’s take steps now that your future self will appreciate.

09/12/2025

We had a fantastic time at this year's Yankee Traders conference at The Equinox Golf Resort & Spa in Manchester, VT. Spending two days with fellow financial and insurance professionals is something we look forward to every year.

07/06/2025

We've got you!

07/03/2025

In observance of Independence Day, our office will be closed on Friday, July 4th. We will be back to our regular hours on Monday, July 7th. We wish you a safe and happy holiday!

04/04/2025

The deadline to contribute to a Traditional or Roth IRA for 2024 is April 15, 2025. Contributing to a Traditional IRA may lower your taxable income, while contributions to a Roth IRA permit tax-free withdrawals in retirement.

03/27/2025

Will you be receiving a tax refund? Consider the options of how to use it.

Many Americans are in line to receive a refund from the IRS this tax season. Here are the best ways to put that money to use.

02/27/2025

Roses are red,
Violets are blue,
Life insurance is great,
For single people too!

02/21/2025

Life insurance provides peace of mind, ensuring your loved ones are protected no matter what happens. Protect what matters most, today and for the future. 💚

02/16/2025

While life insurance can provide financial assistance to your loved ones after you pass away, it can also help them and you before that time comes through living benefits.

Important disclosure:
Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.

02/14/2025

For many families, your home is your biggest asset. It’s hard to think about, but would your loved ones be able to stay in their home if the unexpected happened?

The good news? Life insurance can help. It provides financial protection so your family can stay secure, no matter what the future holds.

Take the next step in protecting what matters most.

02/10/2025

🏋️‍♀️🧠