Sephton Financial Blog
An Estate Planning Checklist
What to check (and double-check).Provided by Donna Kendrick, CFP ®, CDFA ® Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate...
Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon.Provided by Donna Kendrick, CFP ®, CDFA ® A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 ...
Widow and Wisdom™ – I Married Rich
This May, my late husband Greg would have turned 50 years old. I thought it appropriate to bring back one of my favorite blogs to celebrate the goodness he shared with us all during his 43 years... Picture this…21 years ago I was walking down the aisle after...
Widow and Wisdom™ – Keep IT Simple Sister
What is the IT that I am talking about in the title of this blog? The IT is life. I have spent the last year trying to balance IT. Three teenagers, three oversized dogs, home, career and then I have attempted to add a little bit of me time to the...
Widow and Wisdom™ – The Art of Listening
I am a Grief Recovery Specialist, which means that I have been extensively trained in a program called the Grief Recovery Method® to help those process a loss in their lives. The loss does not have to simply be from the death of a spouse or loved one, it can be...
Widow and Wisdom™ – What to look for in a Financial Advisor
I was recently stuck in traffic on an airport shuttle bus with a group of advisors. One advisor was referencing an older widowed client and stated, "She didn’t earn that money, so it really didn't matter to her. Her husband was the one who worked". I was...
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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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