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

The Market Rallies…

The Market Rallies… After a difficult year in 2022, the markets are off to a strong start halfway through 2023. The market rally has been driven in part by the excitement around artificial intelligence (AI) and its potential impact, as well as an economy that’s been resilient. The S&P 500 (500 large US companies) is …

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3 Key Principles – Planning for Retirement

We get it. Finances can sometimes feel stressful and complicated. Life is a series of events – some simple, others complex. Planning for retirement is one of the more complex. That’s why we are dedicating a portion of our newsletter to specifically address some of the most pressing retirement planning related topics and concerns for …

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What is aggregating? Aggregating allows us to consider the assets, liabilities, and other holdings of your household so that we can better coordinate the financial planning we do with you. Many of our clients have multiple accounts with Stephens Wealth Management Group, a mortgage with one bank, a car loan with a different bank, checking …

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Second Homeownership

Second homeownership

Snowbirds: Second Homeownership ft. Melissa Joy Transcript: “Welcome to a Word on Wealth, a Stephens Wealth Management Group podcast focused on topics of interest to business owners as well as couples and individuals on the Glide Path to or in early retirement. We discuss topics of interest to you and hope to bring clarity to …

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7 Tax Essentials

Snowbird lifestyle

7 Tax Essentials for Snowbirds Snowbirds frequently head to places like Florida, Arizona, or California in the winter months, and come back during the summer months. Before you pack up and fly away, here are 7 tax essentials  to help you figure out the tax side of being a snowbird. Decide on your “tax residence.” State …

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International Women’s Day

International Women’s Day is March 8th.  The theme is #EmbraceEquity.  For more information on this global event, visit SWMG believes in supporting women and families by empowering women through financial literacy.  Some women manage household cashflow / balance the checkbook, some serve as the lead in financial decision making, and others have little to no involvement in …

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Moving Out of State?

Like many of our clients, you might be thinking about moving out of state.  What issues should you consider  when moving out of state?  There is much to consider prior to and during ownership of a second home especially when moving out of state. Thinking about everything from cashflow, tax implications, and insurance to estate …

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Secure Act 2.0 (Webinar)

SECURE Act 2.0

 The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. The law builds on earlier legislation that increased the age at which retirees must take required minimum distributions (RMDs) and allowed workplace saving plans to offer annuities, capping …

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Secure Act 2.0

House of Representatives in Washington D.C.

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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Financial Resolutions

Financial Resolutions for 2023 The beginning of the year is a great time to set and review your financial goals. Thinking through and creating a plan can go a long way towards achieving your long-term financial success. With that in mind, consider the following: ☐   Learn more about upcoming changes surrounding the SECURE Act 2.0, …

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