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 …
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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 …
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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 smart decisions for snowbirds for someone …
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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 …
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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 …
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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 …
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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 …
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Unmasking the Predators: 10 Common Elder Abuse Scams Elder abuse scams are unfortunately prevalent, targeting vulnerable older people and attempting to deceive or exploit them for financial gain. Here are 10 common elder abuse scams to be aware of: Medicare/Healthcare Scams: Scammers pose as representatives from Medicare or healthcare providers, requesting personal information or payment details …
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As we approach the two-year anniversary of becoming an independent Registered Investment Advisor (RIA), I thought it made sense to reflect on the benefits of the change and summarize what has happened over the past 24 months. You may recall that the change to RIA was intended to support us in maintaining our high fiduciary …
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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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