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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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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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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