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Replacing Income in Retirement: Smart Moves for Business Owners and Boomers
Retirement isn’t just about slowing down — it’s about maintaining the life you’ve worked hard to build. For business owners and individuals over 60, one of the biggest concerns is…
Knowing When to Pivot or Let Go
At SDG Financial Services, I’ve recently helped several clients dissolve their businesses. While their reasons varied, each situation required courage and clarity: Each of these business owners made a bold,…
The Impact of Tariffs on Small Businesses — And How to Stay Resilient
Tariffs—taxes imposed on imported goods—can have a seismic impact on small businesses. These policy tools, often used to protect domestic industries or retaliate against trade practices, come with unintended consequences…
Where Do You Get Your News?
How the Current Social & Political Climate Influences Our Financial Decisions In today’s fast-moving world, financial decisions don’t happen in a vacuum. Whether it’s tax policy changes, market fluctuations, or…
Economic Justice at Stake
As we reflect on the start of this new year, it’s impossible to ignore the irony of an inauguration that brought sweeping changes to policies—including the elimination of Diversity, Equity,…
Join Us in Empowering Former Foster Youth
Happy New Year! As we step into 2025, I’d like to take a moment to share a cause that’s close to my heart. Our nonprofit, My Next Chapter, is making…
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