Weekly Newsletter

“Third-party Posts”

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate. You've worked hard to save for retirement, and now you're ready to turn your savings...

read more
Fixed Index Annuity

Fixed Index Annuity

What Is a Fixed Index Annuity? A fixed index annuity is a financial product whose terms are defined by a contract between you and an insurance company. It features characteristics of both fixed annuities and variable annuities. Fixed index annuities are also referred...

read more
Why Annuities May Be a Safer Bet in 2025

Why Annuities May Be a Safer Bet in 2025

Many people decide to claim their Social Security benefit when they retire. You may be one of them. It could be that you need the money, or maybe you want to invest it in the hope that it grows. While these can be good options depending on your needs and preferences,...

read more
Annuity Awareness Month 2025: Your Guide to Income Security

Annuity Awareness Month 2025: Your Guide to Income Security

Each June, Annuity Awareness Month shines a spotlight on one of retirement’s most misunderstood—but potentially powerful—financial tools: the annuity. In 2025, as market uncertainty, inflation concerns, and rising interest rates continue to weigh on retirement...

read more
6 Ways to Secure Your Finances After Retirement

6 Ways to Secure Your Finances After Retirement

Although your CalPERS service retirement is a lifetime benefit, and you have other income sources available to you, money can still be tight. Making ends meet is a big concern for many retirees.   Here are six tips for saving money during retirement, as part of our...

read more

Disclosure

This website is a publication of Silver Leaf Financial, Inc.. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. 

• Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented. 

• Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. 

• Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. 

• Silver Leaf Financial, Inc. is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Registration with a state securities regulator does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. 

Silver Leaf Financial is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.