Snowbird(ing) – It’s a Real Thing… At Stephens Wealth Management, we are committed to supporting clients in all financial endeavors. As collaborative partners, we listen to growing needs and do our best to provide solutions. For that reason, we are excited to introduce our new offering: Financial and Lifestyle Planning for Snowbirds, including those …
homeowners
Episode 12: Snowbirds
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 …
Why Do I Need Homeowners’ Insurance?
When I sat for the CERTIFIED FINANCIAL PLANNERTM exam I learned way more than I ever wanted to about different forms of homeowner’s insurance (basic form, broad form, etc.) and will now pass the savings onto the consumer! Oh wait, I have listened to too many commercials. But my time loss is your gain as …