SIS Financial Group

09/01/2026

Who would you trust with your trust?

Choosing a trustee is a major decision. The person you select could be responsible for managing your assets and carrying out your wishes for years.

Read more: https://www.usatoday.com/story/money/personal-finance/2026/08/16/choosing-a-trustee-impacts-assets/91301257007/

A bad trustee can drain your assets and wreck family ties. Experts share how to pick the right person for the job.

08/31/2026

🐾📚 Marshall Monday

In honor of Dolly Parton and her incredible love of books, learning, and giving back, Marshall is spending a little extra time with his books today. 💛

Dolly has shown us that success means even more when you use it to make a difference in the lives of others.

Marshall may not get much past the cover, but we think he approves of that message. 🐾

08/28/2026

Baby Boomers may be wealthy on paper, but many are entering retirement with significant debt.

Net worth matters. So does cash flow.

Read more: https://fortune.com/2026/08/21/boomers-rich-but-debt-retirement/

Decades of home-price gains made older Americans wealthy on paper. Debt and rising costs are making that wealth harder to live on

08/27/2026

Did you know your income can increase your Medicare premiums? Learn what the IRMAA surcharge is and how to avoid surprises in retirement.
👉 https://www.usatoday.com/story/money/personalfinance/2025/10/12/medicare-surcharge-income-enrollment/86540548007/

The number of people paying Medicare surcharges continues to rise. Will you have to pay next year? For answers, check your 2024 income.

08/26/2026

From the SIS Financial Blog: When should you start Social Security? Your age, health, and income needs all matter. Get guidance on timing your claim for the best outcome.
👉 https://sisfg.com/when-to-apply-for-social-security-benefits-2/

08/25/2026

A bargain isn’t always a bargain. 💵 Some dollar store purchases may cost you more in the long run.

See which buys you may want to avoid: https://www.aarp.org/money/personal-finance/dollar-store-buys-avoid/

Batteries, pet food, makeup and other products dollar store shoppers should avoid

08/24/2026

Marshall is keeping an eye on things. 👀

Your financial future deserves the same attention. Life changes, goals change, and markets change, which is why your financial plan shouldn’t be something you create once and forget about.

A regular review can help make sure your strategy is still headed in the right direction.

Marshall approves. 🐶💚

08/21/2026

🚨 Retirement Myth: Social Security will cover everything.

For many retirees, Social Security is only one piece of the income puzzle.

Savings, investments, pensions, tax planning, and other income sources may all play an important role in creating a retirement strategy that works for you.

Knowing where your income will come from before retirement can make a big difference.

08/20/2026

Will you ever be able to fully retire?

It’s a question more American workers are asking as rising costs and retirement uncertainty reshape expectations.

Planning today can help put more choices in your hands tomorrow.

Read more: https://www.usatoday.com/story/money/personal-finance/2026/08/15/american-workers-fear-no-full-retirement/91277362007/

Nearly half of working Americans doubt they'll ever be able to fully retire, a new survey finds.

08/19/2026

What does your ideal retirement actually look like?

More travel? More time with family? Less stress? Finally having time for the things you have been putting off?

Your financial plan should support the life you want to live, not just a number on a statement.

Start with the lifestyle. Then build the strategy around it.