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 …
personal finance
Financial Gift Guide
This is a blog about money and therefore a financial gift guide will come in handy. Ok, readers, I have scoured the Internet for a financial gift guide to deal with our favorite topic, money. These are for people who want to learn about money, like money, or want a financial gift guide that relates …