Pension & Buy-Outs – Critical Considerations
A Word On Wealth
by Stephens Wealth Management Group
11M ago
Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision.   How long do you think you’ll live?   Does the plan allow for your spouse or heir(s) to receive payment if you die?   What is your tax situation and what will it be in the future?   How comfortable are you with market ups and downs?  How do the options impact your estate plan, beneficiaries, and gifting expectations?     There is much to consider, and we h ..read more
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Snowbirds
A Word On Wealth
by Stephens Wealth Management Group
11M ago
Sherri Stephens, owner and president of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow wealth advisor and owner 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 and key considerations for anyone considering the snowbird lifestyle.  Buy or Rent.  Use the home exclusively or set-up the home on VRBO or Airbnb.    Our podcasts will cover topics that we are passionate abou ..read more
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Cybersecurity
A Word On Wealth
by Stephens Wealth Management Group
11M ago
Ryan O’Hara is an entrepreneur, cybersecurity expert, two-time best-selling author, co-host of the Security Squawk podcast, and founder and CEO of Sphinx Cybersecurity. Sphinx Cybersecurity is a Michigan based IT and cybersecurity services firm that helps small and medium sized business manage their cyber risk. Sphinx specializes in keeping businesses, throughout the United States, secure and ready to handle today’s rapidly evolving world of cybersecurity. Our podcasts will cover topics that we are passionate about.  Financial topics can sometime be tricky and complex.  Our goal wil ..read more
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Medicare Open Enrollment
A Word On Wealth
by Stephens Wealth Management Group
11M ago
Jill Carr talks to Jamie Segerstrom, a Retirement Specialist, about what you should think about during the Medicare Open Enrollment period.  Jamie Segerstrom became interested in helping other seniors get proper health care coverage after helping her own parents. She was able to get them expensive medications for zero dollars due to her research. This led her to starting a career in insurance, where she reviews and places adults in insurance plans to help them get the best and lowest cost health care coverage. She is passionate about having people keep their hard-earned money.  Once ..read more
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Thinking About Downsizing Your Home?
A Word On Wealth
by Stephens Wealth Management Group
11M ago
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 what to think about for a big decision like this. Our podcasts will cover topics that we are passionate about.  Financial topics can sometime be tricky and complex.  Our goal will be to breakdown our topics into smaller bite size chunks of information that make sense ..read more
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How will you pay for assisted living?
A Word On Wealth
by Stephens Wealth Management Group
11M ago
Did you know that the average cost of a private, single room in an assisted living facility is $4,500 per month? With 7 out of 10 people requiring assisted living care in their lifetime, it’s an important topic to learn about. And Medicare won’t cover the cost of a long-term stay. What happens when one half of a married couple needs care, and the other spouse doesn’t want to give up all their money to the facility? Listen today as Jill Carr speaks with Amir Abu-Aita, an estate planning and elder law attorney as we discuss all things long-term care and how you can take steps to plan for the wor ..read more
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Customized health care solutions for individuals and families
A Word On Wealth
by Stephens Wealth Management Group
11M ago
Today I am speaking with Steve Feldman, who is the CEO of Feinberg Consulting.  They are based out of West Bloomfield, MI, and they are an intervention, case management, and coaching company that provides innovative and customized health care solutions to individuals and families faced with a challenging illness, injury, behavioral health concern, or complex health crisis. Our podcasts will cover topics that we are passionate about.  Financial topics can sometime be tricky and complex.  Our goal will be to breakdown our topics into smaller bite size chunks of information that m ..read more
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The Secure Act 2.0 & Proposed Changes II
A Word On Wealth
by Stephens Wealth Management Group
11M ago
On March 29, 2022, the U.S. House of Representatives passed the Securing a Strong Retirement Act of 2022, commonly known as SECURE Act 2.0. The bill builds on the SECURE Act of 2019—which was aimed at increasing retirement savings and encouraging participation in employer-sponsored retirement plans. Its changes are intended to assist all Americans with building lifetime financial security.  Keep in mind that the legislation is still evolving. Lawmakers may revise the SECURE 2.0 provisions as the Senate works through the legislation. Once finalized and if passed by the Senate, the bill wil ..read more
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Estate Planning Basics Everyone Should Know
A Word On Wealth
by Stephens Wealth Management Group
11M ago
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 we are passionate about.  Financial topics can sometime be tricky and complex.  Our goal will be to breakdown our topics into smaller bite size chunks of information that make sense.  You don't need to have a vast knowledge of the s ..read more
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The Secure Act 2.0 & Proposed Changes
A Word On Wealth
by Stephens Wealth Management Group
11M ago
Welcome to A Word On Wealth.   Our podcasts will cover topics that we are passionate about.  Financial topics can sometime be tricky and complex.  Our goal will be to breakdown our topics into smaller bite size chunks of information that make sense.  You don't need to have a vast knowledge of the stock market or a financial background to benefit from our recordings, rather just the contrary.  We welcome you to take a listen and if you have questions feel free to contact us  810 732-7411.  *Please remember that past performance may not be indicative of futur ..read more
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