Jill Carr talks to Doug Marlow, our new Director of Financial Planning, about different ways that tax planning in your financial life and how it fits into your fiscal picture. We cover Roth conversions, tax location, charitable donations, among other things, in between sharing tax “dad” jokes. Our podcasts will cover topics that we are …
How will you pay for assisted living?
The average cost of a private, single room in an assisted living facility is $4,500 per month? How will you or a loved one pay for assisted living? With 7 out of 10 people requiring assisted living care in their lifetime, it’s an important topic to understand. Medicare won’t cover the cost of a long-term …
Customized health care solutions for individuals and families
Today I am speaking with Steve Feldman, who is the CEO of Feinberg Consulting. They are based out of West Bloomfield, MI, and they are an intervention, case management, and coaching company that provides innovative and customized health care solutions to individuals and families faced with a challenging illness, injury, behavioral health concern, or complex …
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2nd Quarter Capital Market Review
The difficult start to the year for the markets continued into the second quarter with high inflation, global growth fears, geopolitical concerns, rising interest rates and worries that a recession may be looming. Stocks entered a bear market (a decline of at least 20%) in June. The S&P 500 (US large cap stocks) is down …
The Secure Act 2.0 & Proposed Changes II
Our podcasts will cover topics that we are passionate about. Jill Carr (SWMG Wealth Advisor) and Jason Guenther (SWMG Wealth Advisor) discuss and share insights intended to shed light on The Secure Act 2.0 and the proposed changes to the bill. On March 29, 2022, the U.S. House of Representatives passed the Securing a Strong …
2022 Top Women Wealth Advisors, by Forbes
Sherri Stephens was named to the 2022 Forbes list of America’s Top Women Advisors. The list, which recognizes female advisors from national, regional, and independent firms, was released on Feburary 4, 2021. The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence …
2022 Best-In-State Wealth Advisors, by Forbes
Sherri Stephens, President of Stephens Wealth Management Group, has been named to the 2022 Forbes Best-in-State Wealth Advisors list for the fourth year in a row. Forbes recognizes advisors from national, regional, and independent firms. The full list of Best-in-State Wealth Advisors, featuring more than 6,500 advisors managing a collective $10 trillion in assets, is …
Travel Planning for Retirees
Our podcasts will cover topics that we are passionate about. Jill Carr (SWMG Wealth Advisor) and Jessica Brown (Owner of Dream Vacations) discuss and share insights intended to help retirees with travel planning (as well as other travel lovers) save time, money, and stress. For more travel planning information, contact Jessica Brown by phone at …
Estate Planning Basics Everyone Should Know
Estate planning is critical to protecting your legacy, no matter your age or wealth. Effective estate planning can help you to avoid unnecessary taxes and legal tie-ups and enable property and money to be distributed according to your wishes. Listen to Jill’s podcast with Attorney Heidi McAra for more information. Our podcasts will cover topics that …
The Secure Act 2.0 & Proposed Changes
The Secure Act 2.0 (HR 2954 Securing a Strong Retirement) has passed in the House and is currently up for discussion in the Senate’s Committee on Finance. If it becomes law, what will it mean for small business owners? The Secure Act 2.0 could spell changes for employers, with changes how 401Ks are administered for full …