Nearly 50% of our clients live in or rent more than one home throughout the year. Deciding whether to buy or rent a second (or additional) home is more challenging than ever. With an abundance of options and rising costs in the most desirable locations, the decision can feel overwhelming. Whether you’re dreaming of a …
retirement
Retirement Planning for Gen X
Retirement Planning for Gen X (Age 44 to 59 in 2024) Generation X, currently in their peak earning years, often faces the dual challenge of caring for both their children and aging parents. This generation frequently invests two key resources—time and money—into caregiving responsibilities. While retirement may still seem distant to some, it is important …
Optimize Retirement Savings While Working
You may know that in addition to providing wealth management services to individuals and families, we support business owners with a variety of retirement savings plans for themselves and their employees. These include cash balance, 401(k), and Simple IRA plans. Whether you are a business owner or employee, saving for retirement is important. Business Owners: …
Retirement Planning
Retirement Planning: Look Beyond Your Financials Retirement is supposed to be fun, right? It’s the prize for your hard work and dedication to your job, family, community, and more. Then why might the idea of or your actual retirement sometimes feel a little bit terrible? You and various members of our team have worked together …
Financial Planning for Retirees
Successful financial panning for retirees is often looked at as the goal of financial planning. However, the planning process does not end there. In fact, once you retire, there are many key events that a good plan should address and unique sets of challenges that go with them. Just today, we had a client comment …
3 Key Principles – Planning for Retirement
We get it. Finances can sometimes feel stressful and complicated. Life is a series of events – some simple, others complex. Planning for retirement is one of the more complex. That’s why we are dedicating a portion of our newsletter to specifically address some of the most pressing retirement planning related topics and concerns for …
Secure Act 2.0 (Webinar)
The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. The law builds on earlier legislation that increased the age at which retirees must take required minimum distributions (RMDs) and allowed workplace saving plans to offer annuities, capping …
Episode 10: Medicare Open Enrollment
Advisor Jill Carr talks with Jamie Segerstrom, a Medicare and Retirement Specialist, about the ins and outs of Medicare and open enrollment. Medicare comes with lots of options, so take a listen to the podcast and find out if any adjustments to your plans might be in order. Jamie Segerstrom became interested in helping other …
Episode 9: Thinking About Downsizing Your Home?
Thinking about downsizing your home? As you approach retirement or become an empty nester, it’s important to understand the dynamics of the current real estate market and how to best prepare for this significant housing transition. What key factors should you consider when evaluating the market? How can you effectively plan for the next phase …
Your Financial Review Meeting
Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you aren’t sure how? I totally understand and was in that place myself just a few years back. Following are a …