Financial Planning & Wealth Management

Divorce Workshops Sponsored by SKWealth

Nationally Acclaimed Divorce Workshops Launching Inspired by the Women’s Institute for Financial Education (WIFE.org), Local Financial Experts, Attorneys and Divorce Therapists Unite in Helping Women Navigate the Challenges of “Untying the Knot” When WIFE.org co-founders and KPBS Local Heroes Candace Bahr and Ginita Wall founded “Second Saturday Divorce Workshops”...

Social Security Changes: What You Need to Know

For married couples, the ability to coordinate Social Security claiming strategies can boost lifetime benefits. This ability to coordinate benefits is going away this spring as a result of the Bipartisan Budget Act of 2015. The file and suspend strategy allows a wage earner who is at full...

SKWealth Launches New Investment Management Service

Our affiliate SKWealth has launched a new investment management service – Digital Portfolio – to include clients with a minimum investment as low as $100,000. While everyone can benefit from an SKWealth financial plan, they have encountered clients who wish to invest with them after the completion of their financial...

Nationally Acclaimed Divorce Workshop Launching Locally

Divorce Support Services are provided by Sansiveri's affiliate SKWealth Management, LLC. SKWealth will be participating in the local Second Saturday Workshops. Inspired by the Women’s Institute for Financial Education (WIFE.org), Local Financial Experts, Attorneys and Divorce Therapists Unite in Helping Women Navigate the Challenges of “Untying the Knot” March...

You Can Contribute More to Your 401(k) in 2015

The Internal Revenue Service announced that a number of contribution limits for employees with tax-favored retirement savings accounts were expanded for 2015 as a result of cost-of-living adjustments. The maximum for contributions in 401(k)s, 403(b), most 457 plans, and the government’s Thrift Savings Plan have been raised from $17,500 in 2014...

2014 February Digest

Sansiveri’s February Digest is our eighth monthly summary of news, events and links that we have shared throughout the month. This condensed format allows us to quickly share with you a recap of topics, just in case you missed an earlier post or email. This issue includes information such...