Sephton Financial Blog
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...
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...
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8200 Flourtown Ave
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o. 215 948 3945 f. 267 422 3664
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