Sephton Financial Blog
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...
How to Blend Finances When Blending Families: Emotional and Financial Planning Before “I Do”
Blending families, while exciting, requires careful planning, especially when it comes to both emotional and financial aspects. Before saying "I do," it's essential to have open and honest conversations about various topics to ensure a smooth transition and a...
Managing Life Insurance After the Loss of A Spouse: Important Steps and Options
Losing a spouse is one of life's most challenging experiences, I know, I’ve been there. And in the midst of grief, navigating financial matters can feel completely overwhelming and something you just don’t want to deal with, but you have to. If you're a...
What to Do When You Receive a Large Inheritance
Receiving an inheritance can be a life-changing event, providing financial security and opportunities for the future. However, it also comes with new emotions, responsibilities and the need for careful planning. Here are some steps you can take to maximize your inheritance and ensure long-term financial stability.
Navigating Financial Transitions: Financial Strategies for High-Net-Worth Individuals
Life is full of transitions, and for high-net-worth individuals, these transitions can bring unique financial challenges. Whether it's divorce, widowhood, a career promotion, starting a new business, or early retirement, proactive financial planning is essential to...
Blending Your Wealth: A Financial Guide for Newlyweds and Blended Families
Blending Your Wealth: A Financial Guide for Newlyweds and Blended Families. Entering into a new marriage marks the beginning of a beautiful journey. However, amidst the excitement of starting a new life together, it's crucial for newlyweds to address the practical...
What To Do When Your Income Reaches 7 Figures
This is a huge financial milestone with new possibilities and complexities. Here’s what to do when your income reaches 7 figures.
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. ...
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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Sephton Financial, LLC
8200 Flourtown Ave
Suite 1B
Wyndmoor, PA 19038
o. 215 948 3945 f. 267 422 3664
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