Scafa Financial Services, LLC
Scafa Financial Services, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 609-750-0002. We look forward to hearing from you.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Military families face unique challenges, making personal finance even more critical.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
In the face of divorce, making changes to insurance coverage may be overlooked.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
It may help your business be better prepared in the event of the death of a principal or key employee.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.