Are you expecting a new baby/grandchild? If so congratulations from all of us at Stephens Wealth Management Group on your newest family member. During exciting times like these it is also important to think about how this new addition impacts your money, wealth, and estate planning. Here are 8 planning ideas when you are expecting …
taxes
Taxes, Tactics and Attacks
Taxes, Tactics and Attacks… Join President, CEO and Lead Wealth Advisor Sherri Stephens, and Jill Carr CPA, CFP® Wealth Advisor of Stephens Wealth Management Group. We will discuss our concerns about taxes, tax rates, and there impact on your investments, your net worth, and what you may face along with some potential strategies you may …
Episode 5: Travel Planning for Retirees
Our podcasts will cover topics that we are passionate about. Jill Carr (SWMG Wealth Advisor) and Jessica Brown (Owner of Dream Vacations) discuss and share insights intended to help retirees with travel planning (as well as other travel lovers) save time, money, and stress. For more travel planning information, contact Jessica Brown by phone at …
Episode 4: Estate Planning Basics Everyone Should Know
Estate planning is critical to protecting your legacy, no matter your age or wealth. Effective estate planning can help you to avoid unnecessary taxes and legal tie-ups and enable property and money to be distributed according to your wishes. Listen to Jill’s podcast with Attorney Heidi McAra for more information. Our podcasts will cover topics that …
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Tax Loss Harvesting
Want to impress your friends with knowledge of reducing your taxes using investment sales? I’m going to teach you. We all know the adage, “buy low, sell high.” Well, sometimes your investments don’t turn out the way you want them to, and you may want to consider selling low. Tax loss harvesting is when you …
Year End Deadlines
Year end deadlines are important milestones for taxes and financial matters. Here are some important year end deadlines to keep in mind: Benefit “Open Enrollment” periods – Workplace November 1, 2021 – January 31, 2022 Last day to enroll in new health insurance plan on healthcare.gov January 15, 2022 Tax loss harvesting (more about this …
Employee Stock Options II
Part 2 of 2 Last week, I discussed what Employee Stock Options are and how there are two different kinds. When an employer gives you employee stock options, it is not considered a taxable event. It’s only when you DO something with the options that you have to pay attention and figure out if it …
Standard deduction or itemize?
It is tax time, should we take a standard deduction or itemize? Normally, we would have our taxes filed by now, but this year we have an extension. But I am not thinking about taxes, I am thinking about summer, which I am going to tie into taxes on today’s blog. We typically rent a …