Sewall Financial Group

Sewall Financial Group Wealth Management, Strategic Investments, Tailored Retirement Planning, Tax Optimization

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
09/01/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

How prepared are you for retirement?
08/29/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

When was the last time you updated your will?
08/28/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Terrible or wonderful; Could a variable annuity be right for you?
08/25/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
08/22/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
08/21/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Social Security: Retirement's main source of income or monthly bonus? You decide.
08/18/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

How much could you receive from Social Security? Here’s what to expect.
08/15/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Start building your child's financial future today with these key points to know about Roth IRAs.
08/14/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Address

12 East 49th Street Floor 11
New York, NY
10017

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+12123814871

Website

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