Smart Strategies to Save More
Many people don’t track their spending, making it harder to save effectively.
A recent T. Rowe Price study highlights key differences between spenders and savers, revealing simple changes that can help boost savings and reduce financial stress. From budgeting to credit card habits and automating savings, small adjustments can make a big impact on your financial future.
Staff Spotlight
This month, we’re highlighting Bernadette Rainear, Senior Client Relationship
Associate & 401(k) Program Manager. With over 15 years in the industry, Bernadette plays a key role in supporting our advisors and helping clients navigate their financial journeys. Outside of wealth management, she has a passion for teaching, strength training, and even philanthropy abroad!
Learn About Common Charitable Giving Vehicles
Listen as Jill Carr, our Director of Financial Planning, provides an 
overview of various charitable giving vehicles and how they work. She highlights which options align best with specific financial goals or situations, along with key considerations for tax deductions, income beneficiaries, death benefits, and other important information.
Click here to listen to Jill and here for the Chartable Giving Tool.
Disclosure
*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product. (Including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC. Doing business as Stephens Wealth Management Group (SWMG). Or any non-investment related content, made reference to directly or indirectly. In this material will be profitable, equal any corresponding indicated historical performance level(s). Be suitable for your portfolio or individual situation or prove successful.
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