NEWS RELEASE  – Steven Lewit, earns CEP® The National Institute of Certified Estate Planners (NICEP) is pleased to announce the graduation of Mr. Steven Lewit from the Certified Estate Planner™ course. Mr. Lewit has successfully completed the advanced course work and qualifying examination to earn the professional certification CEP®. The NICEP exists to educate, promote, and support financial, legal, and tax professionals who understand the needs of estate planning, enabling them to work together as a team to bring […]

We found this great article and thought it might be of interest to some of you out there! 2% is not just a little increase, imagine what 2% can do for you down the road… Monthly Social Security benefits for more than 66 million Americans will increase by 2% in 2018, the largest increase in retirement and survivor benefits for workers and their families since 2012. The higher payments will begin in January. The average retirement benefit will increase by […]

Hi Everyone! We are excited to share some great news with you! As of August 25th, 2017, we have changed our name from Wealth Financial Group to SGL Financial. While a name change in itself is not exactly an exciting event, what is exciting about this name change is that we have expanded and upgraded our level and scope of services, technology and communications, all geared to continually refine your experience with us. At the core of SGL Financial, as […]

I know we’re in the digital age, but for me, I like that piece of paper in my hand. I know it’s there and that I have it. I can see it, physically hold it and file it away safely in my cabinet. However, the other day, I went to put my personal 2016 tax documents in my filing cabinet and as I opened the drawer, I couldn’t find an inch of space for it! I sat back in my […]

It’s time to roll out the red carpet – today I’m handing out awards to some of the most famous celebrities who at one point, had it all together. Some of them left a lasting impression on history, civil rights, music and the box office but what they all have in common is that they left a lasting impression on their personal finances as well – just maybe not in the way you might have thought. “And, now, this year’s […]

Don’t worry, this won’t be a long lecture or class session but there are some things that I believe are very important and that everyone should know. So let’s get down to the basics, or the fundamentals of personal finance. With all the information that is floating on the web concerning the financial world it’s hard to know which one source to listen to or which article has the correct information. With that being said, what I wanted to do […]

Congratulations to the Winnersof Our Trick or Treat Trail Raffle! GRAND PRIZE!2 – CHICAGO BLACKHAWKS TICKETSTHE LUCKY WINNER: PAUL SMITH Left: COO, Gabriel Lewit  |  Right: Paul Smith PARENTS DINE OUT$100 GIFT CARD TO COOPER’S HAWK WINERY & RESTAURANTSTHE LUCKY WINNER: BRIAN BURKE Left: Brian Burke  |  Right: CEO, Steve Lewit PARENTS NIGHT OUT$50 GIFT CARD TO AMC THEATERSTHE LUCKY WINNER: JOEL GELLER Left: Joel Geller  |  Right: CEO, Steve Lewit Wealth Financial Group would like to thank everyone who entered for […]

While some children went back to school or moved across the country, other children are now, more commonly, living at home after graduating college. Compared to 20% of individuals who were living at their parents’ home in 1960, now over 36% of individuals ranging from 18-34 are “nesting” – and that number continues to rise. As the economy changes and concerns for Millennials finding a steady career continues, you as parents are left with a decision. Do you charge rent? […]

Debt is a scary word that no one likes to think or talk about. The reality is, however, that millions of Americans are in debt at varying levels. Even a small amount of debt can cause high levels of stress in our lives. It can seem that at one moment it is manageable and then before you know it you are so far into it you can’t see a way out. No matter what age, we’ve all seen some kind […]