Financial Planning – Key for Retirees A successful retirement 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. Read More Financial …
Financial Planning
Aggregating
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 …
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 …
2nd Quarter 2022 SWMG Newsletter
Economic Update (Jason Guenther) High inflation, global uncertainty, rising interest rates, supply chain issues and the war in Ukraine have all contributed to this year’s market downturn and negative sentiment. Faster growing, growth-oriented companies have been especially hard hit this year. This has investors more focused on steady cash distributions as compared to the promise …
Tax and Financial Planning
2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun. Go to our YouTube channel to view this and other interesting topics. https://www.youtube.com/channel/UCykAjA6UqhKLYR1eWgrVaXA Disclosure *Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance …