Educational blogs from SWMG center around the fundamentals of investing and finance.

How We Save Your Tax Dollars

Tax Efficiency 101 – How We Save Your Tax Dollars One of the things that we pride ourselves on is our work with clients on tax efficiency. What do we mean by that? Globally speaking, something is “tax-efficient” if it is taxed at a lower rate than an alternative. Basically, tax efficiency refers to doing …

Read More

Financial Planning for Business Owners

As many of you know, I have been a business owner for more than 30 years. Working with fellow business owners is one of my passions – and having a financial planner as an integral part of your advisory team has many benefits. Advisors who have a depth of knowledge in financial planning are a …

Read More

Buying Waterfront Property?

Waterfront property

Thinking about buying waterfront property? A second home….and really hoping you can enjoy the view of a pristine lake or the soothing sound of ocean waves? Read on to gain insights on how best to prepare for home ownership on water. Important Considerations for Buying Waterfront Property Access to the water: What type of waterfront …

Read More

Roth vs. Traditional Contributions

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 …

Read More

Financial Planning for Retirees

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 …

Read More

Smart Decisions for Snowbirds

snowbird lifestyle

Create the freedom to follow your life wherever it leads. With nearly half of our client base already living the snowbird lifestyle, before and after retirement, we know there is a lot more to consider than where to buy a new home.  If we were to list all the decision points for someone considering having …

Read More

Managing Your Home Remotely

Second homeownership

Managing your home remotely from afar has never been easier than it is today. There are several tools and services available that did not exist even ten years ago. We’ve listed some ideas for you to consider – and welcome your input on things you do to make a home from afar a little more …

Read More

Expecting a New Baby/Grandchild?


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 …

Read More

Portfolio Rebalancing

Portfolio Rebalancing: What? Why? When? Have you ever received a Raymond James trade confirmation (or several), and quietly wondered what it was for? It was probably the result of Portfolio Rebalancing, an action I took on your behalf. My name is Jessie Schlanderer, and I am an Investment Analyst and Wealth Advisor here at Stephens …

Read More

Healthcare Considerations

Multi-State homeowners may come across some unique healthcare considerations. Here are some important healthcare considerations to keep in mind: Health insurance coverage: Review your health insurance coverage to ensure that it provides adequate protection in all the states where you own homes. Some health insurance plans have limited coverage or networks outside of your primary …

Read More

Browse by Category