Retirement Planning for Gen X (Age 44 to 59 in 2024) Generation X is currently in their peak earning years, and in many instances, balancing the care of their children and parents. Many are using two primary resources as part of their care – time and money. And while retirement may seem years away for …
Life Changes
Critical Conversations for Engaged/Committed Couples
As we approach summer, with many couples planning weddings and commitment ceremonies, we provide this checklist as input for great conversations. Honestly, the list of talking points may be of use to couples at all stages of marriage or commitment. Download the checklist for yourself and/or pass along to family members and friends who may …
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Expecting a New Baby/Grandchild?
Are you expecting a new baby/grandchild? If so congratulations from all of us at Stephens Wealth Management Group on your newest family member. During exciting times like these it is also important to think about how this new addition impacts your money, wealth, and estate planning. Here are 8 planning ideas when you are expecting …
3 Key Principles – Planning for Retirement
We get it. Finances can sometimes feel stressful and complicated. Life is a series of events – some simple, others complex. Planning for retirement is one of the more complex. That’s why we are dedicating a portion of our newsletter to specifically address some of the most pressing retirement planning related topics and concerns for …
Winning the Lottery!
What to do After Winning the Lottery July 17th was National Lottery Day. So, did you play? Let’s imagine you winning the lottery! Congratulations! What’s the first thing you should do? If your answer was, post it on Facebook, you would be wrong. The best thing to do is to remain anonymous, if possible. Currently …
Can You Afford A Pet?
We adopted some cats a couple of years ago. As of this month, they are three years old, which apparently in cat years is 28 in human years. Little did we know the expenses coming for one cat, who is named Shadow, because he is all black like a shadow, even his little black nose. …