Flint, MI Financial Advisory Firm
Owning a Second Home Like many of our clients, you might be thinking about or already own a second home. There is much to consider prior to and during ownership of a second home. Thinking about everything from cashflow, tax implications, and insurance to estate planning, education funding, and healthcare means this isn’t a decision …
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In a further attempt to expand and promote retirement savings, Congress passed SECURE Act 2.0 as part of an overall spending bill, the 2023 Consolidations and Appropriations Act. President Biden signed the bill into law on December 29, 2022. OVERVIEW The SECURE Act 2.0 is a follow-up bill to the original SECURE Act passed in …
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This blog assumes you know what cryptocurrency is. The Biden Cryptocurrency EO serves as a high-level homework assignment to the other branches of government. Basically, it highlighted what’s been happening in this area in the past few years: Digital assets are skyrocketing in terms of market cap (going from $14 Billion in 2016 to $3 …
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The Donor Advised Fund (DAF) has increased charitable giving over recent years. DAFs are not new; apparently, they have been around since the 1930s, and grew more popular in the 1990s. DAFs allow you to make charitable contributions to a fund you set-up with a public charity, then recommend grants from that fund over time. …
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This is a blog about money and therefore all of the gifts that I’m suggesting are money-related as well. Ok, Jill’s Journal readers, I have scoured the Internet for gift suggestions that have to deal with our favorite topic, money. These are for people who want to learn about money, like money, or want a …
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Want to impress your friends with knowledge of reducing your taxes using investment sales? I’m going to teach you. We all know the adage, “buy low, sell high.” Well, sometimes your investments don’t turn out the way you want them to, and you may want to consider selling low. Tax loss harvesting is when you …
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The end of the year is an important milestone for taxes and financial matters. Here are some important deadlines to keep in mind: Benefit “Open Enrollment” periods – Workplace November 1, 2021 – January 31, 2022 Last day to enroll in new health insurance plan on healthcare.gov January 15, 2022 Tax loss harvesting (more about …
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Last week, I discussed what a stock option was and how there are two different kinds. When an employer gives you/grants you options, it is not considered a taxable event. It’s only when you DO something with the options that you have to pay attention and figure out if it is taxable or not. There …
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What the heck is an employee stock option? Publicly traded companies may offer employees stock options as a form of incentive compensation. These options give you the right to purchase company stock at a specific price. There’s a lot of jargon to share when it comes to employee stock options. The initial price, when you …
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Continuing with open enrollment month for your workplace benefits, let’s talk about disability insurance. Many people think about life insurance, especially if they have kids, but not everyone thinks about disability insurance, even though your chances of becoming disabled are greater than dying. According to a report published by the Social Security Administration in August …
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Michigan
5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Phone: 813.251.1879
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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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