Financial Resolutions for 2023 The beginning of the year is a great time to set and review your financial goals. Thinking through and creating a plan can go a long way towards achieving your long-term financial success. With that in mind, consider the following: ☐ Learn more about upcoming changes surrounding the SECURE Act 2.0, …
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Financial and Personal Wellness
Whether you’re someone who diligently sets and follows your New Years’ Resolutions (apparently those types of people do exist) or are looking to play a little catch-up before the holiday hustle, here are some tips on your financial and personal wellness on a high note: Declutter your Mental and Physical Space With the season of …
February 2023 Newsletter
Financial Resolutions for 2023 The beginning of the year is a great time to set and review your financial goals. Thinking through and creating a plan can go a long way towards achieving your long-term financial success. With that in mind, consider the following: Read More The US Debt Ceiling You may have …
November 2023 Newsletter
Year-End Tips for Financial and Personal Wellness Financial Advisor, Jessie Schlanderer Whether you’re someone who diligently sets and follows your New Years’ Resolutions or are looking to play a little catch-up before the holiday hustle, click below for some tips to wrap up 2023 on a high note: Read More Social Security Updates …
Smart Decisions for Snowbirds
Create the freedom to follow your life wherever it leads. With nearly half of our client base already living the snowbird lifestyle, before and after retirement, we know there is a lot more to consider than where to buy a new home. If we were to list all the smart decisions for snowbirds for someone …
Aggregating
What is aggregating? Aggregating allows us to consider the assets, liabilities, and other holdings of your household so that we can better coordinate the financial planning we do with you. Many of our clients have multiple accounts with Stephens Wealth Management Group, a mortgage with one bank, a car loan with a different bank, checking …