This is a common question that we receive from clients each year. Tax forms are sent on a schedule set by Raymond James and based on their criteria, including the type of holdings in each account. Here is what you can expect in 2025: Group 1 – Mailed February 15, 2025 Forms mailed for accounts …
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Review our tool to help ensure no detail is overlooked. As you prepare for tax season, this guide will help you gather the essential documents for each income source, deduction, and credit you’re eligible for—saving you time, stress, and money. Back to Newsletter: IMPORTANT DISCLOSURE INFORMATION *Please remember that past performance is no guarantee of …
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Pension & Buy-Outs – Critical Considerations Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your …
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Sherri Stephens, President and CEO of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow Financial Planner and Founder of Pearl Planning, Melissa Joy. Thinking about becoming a snowbird? Not sure where to start? Take a listen to hear more about Sherri and Melissa’s journeys to second home ownership …
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Ryan O’Hara is an entrepreneur, cybersecurity expert, two-time best-selling author, co-host of the Security Squawk podcast, and founder and CEO of Sphinx Cybersecurity. Sphinx Cybersecurity is a Michigan based IT and cybersecurity services firm that helps small and medium sized business manage their cyber risk. Sphinx specializes in keeping businesses, throughout the United States, secure …
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Advisor Jill Carr talks with Jamie Segerstrom, a Medicare and Retirement Specialist, about the ins and outs of Medicare and open enrollment. Medicare comes with lots of options, so take a listen to the podcast and find out if any adjustments to your plans might be in order. Jamie Segerstrom became interested in helping other …
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Thinking about downsizing your home? As you approach retirement or become an empty nester, it’s important to understand the dynamics of the current real estate market and how to best prepare for this significant housing transition. What key factors should you consider when evaluating the market? How can you effectively plan for the next phase …
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The average cost of a private, single room in an assisted living facility is $4,500 per month? How will you or a loved one pay for assisted living? With 7 out of 10 people requiring assisted living care in their lifetime, it’s an important topic to understand. Medicare won’t cover the cost of a long-term …
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Hello I am Jill Carr, a wealth advisor with Stephens Wealth Management Group, today I am speaking with Steve Feldman, who is the CEO of Feinberg Consulting. They are based out of West Bloomfield, MI, and they are an intervention, case management, and coaching company that provides innovative and customized health care solutions to individuals …
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Our podcasts will cover topics that we are passionate about. Jill Carr (SWMG Wealth Advisor) and Jessica Brown (Owner of Dream Vacations) discuss and share insights intended to help retirees with travel planning (as well as other travel lovers) save time, money, and stress. For more travel planning information, contact Jessica Brown by phone at …
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Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Stephens Wealth Management Group is engaged, or continues to be engaged, to provide investment advisory services. Moreover, you should not assume that any portion of the video content serves as the receipt of, or as a substitute for, personalized investment advice from Stephens Wealth Management Group