Welcome to Sjoberg & Holmstrom, LLC, Financial Services

Welcome to Sjoberg & Holmstrom, LLC, Financial ServicesWelcome to Sjoberg & Holmstrom, LLC, Financial ServicesWelcome to Sjoberg & Holmstrom, LLC, Financial Services

Ten Commandments of retirement 12-28-19

For the December 28th edition of Your Safe Money Show I'll have the ten commandments of retirement.

What important health documents you should have.

And what not to keep in s safety deposit box.

Holiday season scams 12-21-19

Not being the Grinch here but there are scams happening aimed during the holiday season, I’ll have what to be aware of, so you don’t get ripped off.
Social Security income can be taxed, I’ll explain how that works and ways to avoid being taxed. And there seems to be different types of people you’ll meet in retirement; I’ll go over those and you can see if you fall into any of the categories.

The Secure Act 1-11-2020

Were going to look at a report about “The Longevity Economic Outlook” and what that means going forward.
We talked about The Secure Act last year before it had passed and as of January 1st it has passed, I’ll explain how the law changes retirement savings.
And with a new year many of us want to do better with our money goals, I’ll have how to use percentages with your budget.

Medication Therapy Management 1-4-2020

For our first Your Safe Money Show for 2020 I'll be talking about MTM which stands for Medication Therapy Management and how it can benefit you.
I will also have the changes to Social Security for this year and we'll take a closer look at financial literacy.