When most of us picture retirement, we think about freedom — more time with family, travel, hobbies, and simply enjoying life. But one big expense that often gets overlooked is health care. While many assume Medicare will cover most healthcare costs, that’s not always the case. In fact, Fidelity estimated that a couple retiring at …
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The W-4 form has changed, and it can be tricky to get right. In this short webinar, Senior Wealth Advisor Jill Carr breaks down what’s new, and how to make sure your paycheck withholding is accurate. Review your W-4 before 2026, so there are no surprises that come at tax time. BACK TO NEWSLETTER: Disclosure …
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Open Enrollment is here — and that means it’s the perfect time to make sure your Medicare plan still fits your life, budget, and health needs. If your costs have gone up, your needs have changed, or you just want to confirm you’re getting the most from your coverage, this simple decision guide can help …
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Staff Spotlight – Alice Wagener This month, we’re shining the spotlight on Alice Wagener, one of our dedicated Client Relationship Associates. Explain your role at the firm. What do you enjoy most? I have worked at SWMG in client service since 2010 and love it here! I originally started my financial career in 1998 at …
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Many people have valid concerns about whether Social Security benefits can be relied upon in the future. We often discuss this topic with clients as they prepare for retirement. While it might seem logical to claim benefits as early as possible, that approach is usually not the most advantageous. Claiming early can mean giving up …
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Staff Spotlight – Jill Carr This month’s spotlight is on our Director of Financial Planning, Senior Wealth Advisor, Jill Carr CFP®, CPA®, CEPA®, CPFA® Explain your roles at the firm. What do you do with each key role and what about it do you enjoy most? I am a senior wealth advisor and what I …
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Preparing for a Fulfilling Retirement Want to retire with confidence & clarity? In this short video, we walk through essential steps everyone should think about as retirement approaches—so you can enjoy this new chapter without financial guesswork. You’ll learn how to: Evaluate your retirement income sources Balance lifestyle vs. long-term security Make smart decisions around …
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Guiding Clients Through Divorce Life transitions can be tough—few more so than divorce. Beyond the emotional toll, there are so many financial questions to navigate: What happens with retirement accounts? Who keeps the house? How do everyday expenses get covered? That’s where having the right support matters. We’re excited to share that Advisor Jessie Schlanderer …
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It was a strong summer for the markets as stocks hit new all-time highs. In fact, this was the third best summer for the S&P 500 (US large cap stocks) over the last 40 years. The US economy has remained incredibly resilient. Corporate earnings have been strong and better than expected. The S&P 500 is …
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Confused by the W-4 Form? You’re not alone. Many don’t realize the W-4 Employee Withholding form has changed — and filling it out correctly matters. In this short webinar, Senior Advisor Jill Carr walks you through what’s new, when to update your W-4, and how to do it right. BACK TO THE NEWSLETTER: Disclosure …
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