Sephton Financial Blog
The Importance of Pre-Planning: Protecting Your Loved Ones and Your Legacy
Many of us plan for life's major milestones—marriage, buying a home, or retirement—but one area that is often overlooked is planning for the inevitable: our final arrangements. Pre-planning, when it comes to funeral and burial arrangements, involves making key...
Putting a Little Love Back into Financial Planning: Why Your Dreams, Fears, and Family Matter Most
When we think about financial planning, many of us immediately picture spreadsheets, graphs, and strict budgeting. But financial planning is about more than just the numbers—it’s about you and the people you love. It’s about your hopes, your dreams, and even your...
Key Financial Considerations When Starting or Buying a Business
For high-net-worth individuals (HNWIs), transitioning careers or venturing into entrepreneurship by starting or buying a business comes with a unique set of challenges and opportunities. While the financial stability you've achieved offers a cushion, it also requires...
Strategies for Wealth Preservation and Growth
For those who have accumulated substantial wealth, the focus often shifts from simply growing assets to ensuring they are preserved and strategically expanded over time. This is a transition and can often require a mindset shift. While building wealth is an...
What Should You Do When You Inherit Money?
Inheriting money can be both a blessing and a source of stress. Whether you've received a small amount or a substantial sum, it's important to handle this newfound wealth with care and foresight. Here's a step-by-step guide on what you should do when you inherit money...
Financial Steps to Take When Blending Families: Before and After “I Do”
Blending families can be a joyous yet complex process; bringing together different dynamics, new financial considerations, and the emotional adjustments. Whether you're newly remarried or preparing to tie the knot, here are essential steps to ensure a smooth...
8 Steps of Transitioning into Retirement and Early Retirement
Transitioning from a career-driven life to one filled with relaxation, new opportunities or new experiences is exciting but don’t let that excitement be short lived! For those transitioning into retirement or considering early retirement, the journey requires careful...
Mastering the Game: The Parallels of Golfing and Investing
I recently picked up golf, and it's fascinating how many parallels exist between the sport and investing. Both require patience, strategy, and the ability to adapt to changing circumstances. Just like transitioning through different phases of life, whether it's a...
Navigating Divorce: Financial Considerations for a New Beginning
Divorce is challenging. A major life transition that can have significant financial implications, particularly for families with children and older couples. So understanding the financial aspects of divorce is crucial for protecting your future and ensuring a smooth...
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Sephton Financial, LLC
8200 Flourtown Ave
Suite 1B
Wyndmoor, PA 19038
o. 215 948 3945 f. 267 422 3664
Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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