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
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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here's a breakdown of how the federal government spends your tax money.
Understanding how a stock works is key to understanding your investments.
Four vacation destinations you might never have thought of.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Smart investors take the time to separate emotion from fact.
Women must be ready to spend, on average, more years in retirement than men.