Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
If you have any any questions or needs, let us help.Contact SBFS
Understanding Today’s Financial Environment
Welcome, we’re SB Financial Services, a financial organization in Dane County. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are ways to improve your physical fitness without denting your fiscal fitness.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
It may help your business be better prepared in the event of the death of a principal or key employee.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.