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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June 2023 Newsletter
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 an action I took on your behalf. My name is Jessie Stirling, and I am an Investment Analyst and Wealth Advisor here at Stephens Wealth Management …
Winning the Lottery!
Winning the Lottery July 17th was National Lottery Day. So, did you play? Let’s imagine you winning the lottery! Congratulations! What’s the first thing you should do? If your answer was, post it on Facebook, you would be wrong. The best thing to do is to remain anonymous, if possible. Currently only five states allow …