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 …
real estate
Thinking About Downsizing Your Home?
People often think about downsizing when they retire or become empty nesters. What are the things you should know about the current real estate market? How should you prepare for this kind of housing transition? Jill talks to Kristy Cantleberry, a realtor, about the ins and outs of getting your home ready for sale and …
Jill’s Journal: Asset Classes – Stocks
Previously, on Jill’s Journal, I talked about diversification with stocks and bonds. Remember, the goal of diversifying your investments is to smooth out your ride – you want to have several different types of assets to manage the ups and downs of your account. Even amongst stocks and bonds, there are still more ways to …