Sephton Financial Blog

What is a ROTH IRA?

What is a ROTH IRA?

One question I often hear is “Should I use a ROTH or a Traditional IRA in savings? “  I consider these two individual retirement savings as paternal twins.  Each share something similar, like twins share a birthdate, both help you save for retirement. ...

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Traditional IRAs

Traditional IRAs

Saving early for retirement can have a HUGE impact on supporting a nice retirement lifestyle in your later years, and many adults, young and middle age alike, get that. But, at the same time, not all adults are working for companies that offer employer-sponsored...

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Essential Planning for Widowhood

Essential Planning for Widowhood

What do you do when you suddenly find yourself facing widowhood with 3 children under the age of 13 and no established “career” to fall back on? If you’ve watched my very first video, you know that this is my story.  My first video is important, why? Because it’s...

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Essential Planning for Career Change

Essential Planning for Career Change

Well, congratulations on the new job! Excited? I hope you are!  Whether career change means you are stepping into an executive role,  moving to a new company, or changing industries altogether, there’s a lot to think about. Today we are talking about career...

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Essential Planning for Divorce

Essential Planning for Divorce

How do you spell relief? D-I-V-O-R-C-E!  This was my dad’s motto after he and my mom split up. I actually think he had it written on a T-shirt.  Sound cold? Yup. But his motto led me to enhance my career and add CDFA® (Certified Divorce Financial...

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Suite 1B
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o. 215 948 3945  f. 267 422 3664

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