Stephens Wealth Management Group Blog
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Stephens Wealth Management Group is a comprehensive wealth management firm that provides goal-based financial planning and investment management services to individuals and families. They specialize in working with business owners and executives, snowbirds, and individuals on the glidepath to or in retirement. Located near Flint, MI, we work closely with clients in Genesee, Livingston, and..
Stephens Wealth Management Group Blog
2d ago
You may have heard that the number of scams, especially those targeting seniors, is on the rise and can be very costly. A list of scams to be aware of was provided by Cameron Huddleston (cameronhuddleston.com). You may recall Cameron from the webinar she recorded with us on family financial conversations. She notes that millions ..read more
Stephens Wealth Management Group Blog
2d ago
What do you like most about being a wealth advisor? I love having the ability to make a positive impact on clients’ lives and helping them achieve their financial goals. One of the most fulfilling aspects of my job is building lasting client relationships and playing an integral role in helping them achieve major financial ..read more
Stephens Wealth Management Group Blog
2d ago
Retirement Planning for Gen X (Age 44 to 59 in 2024) Generation X is currently in their peak earning years, and in many instances, balancing the care of their children and parents. Many are using two primary resources as part of their care – time and money. And while retirement may seem years away for ..read more
Stephens Wealth Management Group Blog
2d ago
Though it may not be common, be aware that criminals can steal a child’s social security number and use it for things like opening a line of credit, which can then lead to things like applying for government benefits in the child’s name, buying high-cost items, etc. The Federal Trade Commission, the government agency responsible ..read more
Stephens Wealth Management Group Blog
2d ago
We are pleased to share that Jill Carr, has been designated as a Certified Exit Planning Advisor (CEPA®). This certification demonstrates our ongoing commitment to provide exceptional service and expertise to business owner clients. We can help business owners to: Build value in their businesses to gain the maximum amount in an exit event. Transition ..read more
Stephens Wealth Management Group Blog
1M ago
In March, we held International Women’s Day with a focus on helping women become more educated and comfortable talking about several aspects of wealth planning. As a result, we were pleased to see that we hit on several of the topics covered in this financial literacy assessment. Take a few minutes to go through the ..read more
Stephens Wealth Management Group Blog
1M ago
On Thursday, April 11th, Sherri gave a presentation to several students and faculty members at the University of Michigan-Flint School of Management. Her goal was to help attendees learn more about wealth management, as well as encourage students, especially women, to consider pursing a career in the profession. She touched on several topics including: 1 ..read more
Stephens Wealth Management Group Blog
1M ago
As we approach summer, with many couples planning weddings and commitment ceremonies, we provide this checklist as input for great conversations. Honestly, the list of talking points may be of use to couples at all stages of marriage or commitment. Download the checklist for yourself and/or pass along to family members and friends who may ..read more
Stephens Wealth Management Group Blog
1M ago
If you don’t have an employer-sponsored retirement plan, ask us to review options with you. Such plans may help you save on taxes, provide creditor protection, and support your retirement goals. Carefully evaluate your business (entity) structure (i.e., Sole proprietorship, S or C Corp, LLC, etc.) Each structure has different tax consequences and liability protections ..read more
Stephens Wealth Management Group Blog
2M ago
Estate Plan As those of you who have gone through the estate planning process know, there are a lot of details. Roles to fill. Decisions to be made. Documents to gather or update at your bank, mortgage company, etc. Despite the relatively high level of effort, the outcome allows us to feel a sense of ..read more