As we enter the summer season, a time when many couples are planning weddings and commitment ceremonies, we present Couples’ Crucial Talks—a thoughtfully designed checklist to foster meaningful conversations. While tailored for those preparing for marriage or long-term commitment, these discussion points are equally valuable for couples at any stage of their relationship. We encourage …
Critical Conversations for Engaged/Committed CouplesRead More
In March, we held International Women’s Day with a focus on helping women become more educated and comfortable talking about several aspects of wealth planning. As a result, we were pleased to see that we hit on several of the topics covered in this financial literacy assessment. Take a few minutes to go through the …
Boy, oh boy, the roles and responsibilities of a trustee are extensive. It is not the type of job you want to go into with blinders on. This article is intended to provide information about this particularly important role and some alternatives if it turns out not to be for you. In addition, if you …
On March 8th, we had the opportunity to celebrate International Women’s Day, (IWD) with several women clients, friends, and community members. This annual IWD event is celebrated by women all around the world. We have slightly different goals for our celebration each year, with the following as this year’s focus: Meet new women in the …
It may or may not be a problem you would like to have, but for the first time, we have a potential solution for you. As always, there are rules, so not all situations will work. That said, there is a new option to roll over unused 529 money to a Roth IRA. A few …
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 …
Roth vs. Traditional Contributions For those actively working, there are many benefits and other financial decisions to make each year. One key decision is associated with your employer savings plan. Many of us hear the term Roth and aren’t quite sure what it means. It is a type of contribution that you can make to …
Successful financial panning for retirees is often looked at as the goal of financial planning. However, the planning process does not end there. In fact, once you retire, there are many key events that a good plan should address and unique sets of challenges that go with them. Just today, we had a client comment …
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 …
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 …
