February 2024 Newsletter

Join us for International Women’s Day

Every year we try to do something of meaning for our women clients, partners, and community members. This year’s program will be on Friday, March 8th at Warwick Hills Golf & Country Club. Our goal is to build a community of women who are empowered by their financial knowledge and are aware of the people, tools, and technology that can support them. The event will include breakfast, interactive learning opportunities, and fun takeaways.

Breakfast and our exhibit hall start at 7:30 AM, with the group education session beginning at 8:30 AM. The event will run until 10:30 AM. You have until Friday, February 23rd to RSVP and are welcome to bring a guest or two – whether a woman family member or friend. RSVP by phone (810) 732-7411 or email info@stephenswmg.com with your name and the name(s) of your guest(s).


The Ins and Outs of Probate Court

The purpose of this article is to provide some insight into probate court – which could become a part of your heir(s) future whether you have a trust, a will, or something else – and provide tips to support your heirs. Probate involves the court-managed distribution of assets.

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We Need to Talk…

Those words can strike fright, or at least trepidation, in many of us. In this case, we mean talking about family values and our wishes as we get older, and eventually pass. Having family or one on one conversations about the future is an important, but often overlooked, part of financial and estate planning.


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Excess 529 Money?  Now That’s a Problem You’d Like to Have

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.

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Free Credit Report 

It is a good idea to review your credit report on an annual basis.  Why? First, when you review your credit report, you may find opportunities to improve your credit score. Second, to identify signs of identity theft.

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