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 …
retirement
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 …
The Secure Act 2.0 & Proposed Changes
The Secure Act 2.0 (HR 2954 Securing a Strong Retirement) has passed in the House and is currently up for discussion in the Senate’s Committee on Finance. If it becomes law, what will it mean for small business owners? The Secure Act 2.0 could spell changes for employers, with changes how 401Ks are administered for full …
Preparing for 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 …
8 Smart, Adulty things you can do with your Tax Refund/Stimulus check
So, you are getting a tax refund. What do you do with it? It’s still COVID times, so many people don’t want to eat out or travel, and you probably shouldn’t just blow it, so here are some things to consider doing with your tax refund/stimulus check/child tax credit expansion. 1. Emergency Savings Start your …
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