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 and Rock 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
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Couples may be able to head off many of the problems in a marriage that money can cause.
Reasons to retain your coverage into your retirement years.
Information vs. instinct. Are your choices based on evidence of emotion?
Knowing the rules may help you decide when to start benefits.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn about what risk tolerance really means in this helpful and insightful video.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?