2024 Highlights The Year of Estate Planning brought invaluable insights and resources to support families in securing their financial legacies. As we wrap up 2024, here’s a look at the highlights—from informative webinars and new team milestones to a record-breaking Fall4Fitness challenge and heartfelt community involvement. Read More: Navigating Markets Through Election Cycles As election …
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What’s Changing for 2025?
What’s Changing in 2025? Social Security: Cost-of-Living Adjustment (COLA) for 2025 will be 2.5%. Retirement Accounts: Contribution limits for 401(k)s, 403(b)s, 457 plans, and the federal government’s Thrift Savings Plan have increased to $23,500 for 2025. The catch-up contribution for those aged 50 and above remains $7,500. Starting in 2025, under the SECURE Act 2.0, …
Expecting a New Baby/Grandchild?
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 …
Life or Health Insurance?
September is National Life Insurance Awareness month. So, this month I’ll be posting about life and health insurance. Should you get life or health insurance? Insurance is…. well, sometimes you just must have it. Nobody really says, “yay, I have to buy life or health insurance!” This blog will cover life and health insurance. There …