SGL Financial

05/30/2026

Happy Birthday to our CEO, Gabriel Lewit!

Thank you for your leadership, guidance, and commitment to the SGL Financial team and clients. We appreciate all that you do and hope your day is filled with celebration and joy.

05/29/2026

🎉 Happy Birthday to Andres and Keith! 🎉

Celebrating birthdays is a tradition we’re proud to carry on at SGL Financial. As our team continues to grow, we love recognizing the people who make our workplace special and wanted to begin sharing these celebrations with our online community.

Please join us in wishing Andres and Keith a wonderful birthday month!

05/28/2026

Your portfolio doesn’t send alerts when risk creeps up. If you’re nearing or in retirement, check that your investments match your comfort and capacity for risk.

Read more in the : https://www.sglfinancial.com/blog/has-your-portfolio-drifted-from-your-risk-tolerance/

Has your portfolio drifted from your original risk plan? Learn how market shifts can change your allocation and what that means for retirement...

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country.

We wish everyone a safe and meaningful Memorial Day.

05/24/2026

Busy bees build strong futures 🐝

Good financial habits don’t happen overnight. Small steps and thoughtful planning can help create long-term confidence and stability.

Spotify: https://open.spotify.com/episode/5aLrnwE58P7x0mx3815UJ9?si=55cf89c99fba40d3

Apple: https://podcasts.apple.com/us/podcast/episode-255-un-bee-lievable-money-lessons/id1451656956?i=1000769106093

Podcast Episode · Our 2 Cents · May 22 · 33m

05/20/2026

Retirement ≠ just investments. Healthcare costs & Medicare choices can quietly eat into your cash flow. Plan now to avoid surprises later.

Learn more in the : https://www.sglfinancial.com/blog/what-medicare-doesnt-cover-in-retirement/

Medicare doesn’t cover everything in retirement. Learn about long-term care gaps, IRMAA costs, and how healthcare impacts your retirement plan.

05/18/2026

Your finances deserve a little spring cleaning too! 🌷

Take a moment this season to clear out old habits, refresh your goals, and make room for new opportunities.

A few thoughtful updates today can help set the tone for the rest of the year and give you more time to spend with the people who matter most.

05/13/2026

Balancing support for your graduate with your own financial future isn’t always easy.

Earlier in the week, Steve Lewit joined WGN 9 News offering practical guidance for parents on how to contribute to college expenses without losing sight of their long-term retirement plans.

Watch the segment here: https://www.sglfinancial.com/in-the-news/sgl-live-on-wgn-9-news-financial-crossroads-for-graduates/

SGL Financial’s President, Steve Lewit, recently joined WGN 9 News to share practical tips for parents looking to support their graduates while...

05/12/2026

Roth conversions aren’t a one-size-fits-all move, but they can be a powerful tool when timed right.

The key isn’t deciding if a conversion is good or bad, but understanding when it makes sense and how it fits into your broader retirement and tax strategy.

Learn more in the : https://www.sglfinancial.com/blog/when-is-a-roth-conversion-worth-considering/

Considering a Roth conversion? Understand when it may make sense, how it affects taxes, RMDs, and Medicare, and how it fits into your retirement...

05/10/2026

Happy Mother’s Day from SGL Financial to all the moms and mother figures who lead with love, strength, and endless dedication. Today we celebrate you. 💕