With all the excitement associated with becoming a snowbird or buying a second home, important details can be missed. Our hope is to help you save time, and possibly money, by learning 6 mistakes snowbirds make. Nearly half of our clients live the snowbird lifestyle. Thus, we have a lot of data and conversations to …
snowbirds
September 2023 Newsletter
Tax Efficiency – How we Work to Save Your Tax Dollars One of the things that we pride ourselves on is our work with clients on tax efficiency. What do we mean by that? Globally speaking, something is “tax-efficient” if it is taxed at a lower rate than an alternative. Basically, tax efficiency refers to …
Smart Decisions for Snowbirds
Create the freedom to follow your life wherever it leads. With nearly half of our client base already living the snowbird lifestyle, before and after retirement, we know there is a lot more to consider than where to buy a new home. If we were to list all the decision points for someone considering having …
Managing Your Home Remotely
Managing your home remotely from afar has never been easier than it is today. There are several tools and services available that did not exist even ten years ago. We’ve listed some ideas for you to consider – and welcome your input on things you do to make a home from afar a little more …
Second Homeownership
Snowbirds: Second Homeownership ft. Melissa Joy Transcript: “Welcome to a Word on Wealth, a Stephens Wealth Management Group podcast focused on topics of interest to business owners as well as couples and individuals on the Glide Path to or in early retirement. We discuss topics of interest to you and hope to bring clarity to …
7 Tax Essentials
7 Tax Essentials for Snowbirds Snowbirds frequently head to places like Florida, Arizona, or California in the winter months, and come back during the summer months. Before you pack up and fly away, here are 7 tax essentials to help you figure out the tax side of being a snowbird. Decide on your “tax residence.” State …
Moving Out of State?
Like many of our clients, you might be thinking about moving out of state. What issues should you consider when moving out of state? There is much to consider prior to and during ownership of a second home especially when moving out of state. Thinking about everything from cashflow, tax implications, and insurance to estate …
Episode 12: Snowbirds
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 …