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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Making the most of surprises is a great reason to work with us.
Couples may be able to head off many of the problems in a marriage that money can cause.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
It may help your business be better prepared in the event of the death of a principal or key employee.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Life insurance proceeds are generally tax-free. But not in all cases.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.