Financial Virtues Survey
Take a short quiz to see if any of these common behavioral biases may be showing up when it comes to your money.
Download the Personal Document Locator
This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability.
Download the Guide to Starting or Buying a Business
Thinking of starting a business? You have many options such as starting something new, buying a current business, or opening a franchise. This guide reviews some of the risks and benefits of each of these options, along with some helpful starting information.
Download the Guide to Money Issues that Concern Married Couples
If you’re engaged to be married soon, congratulations! It’s an exciting time of life. To help you and your soon-to-be spouse start off on the right foot financially, here’s a guide to some of the important conversations to have before your wedding day, or soon thereafter!
Download the Guide About Planning for Remarriage
If you’re getting ready to remarry – congratulations! As you and your partner prepare for this new journey, there are important financial decisions to make and conversations to have. This guide reviews those topics and provides some discussion points for you to get started.
This is a huge financial milestone with new possibilities and complexities. Here’s what to do when your income reaches 7 figures.
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. ...
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...
Sephton Financial, LLC
8200 Flourtown Ave
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.
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