Stevens Financial Group

Due to the tax legislation issued this year, RMD's are not required for 2020. Because of this change, this may be a great year to do a ROTH conversion. Give us a call (478-550-3460) or message us here on FB and we will help you discover whether this is a good move for you this year.

Will? Living Will? Durable Power of Attorney? Trust? Health Directive? What do you need?

Great advice if you are over 59 1/2, recently left a job or are retired. https://www.irahelp.com//3-reasons-roll-over-your-retireme

Do you have the "NEW" kind of life insurance or the "OLD? There is a huge difference. If your policy is at least a year or two old...good chance you have the "OLD" kind. Support a local small business! Consider using an independent insurance agency like myself to protect you and your family/business? Click on the link below for a free quote. http://www.stevensfg.com/Free-Life-Insurance-Quote.11.htm

"...the missing ingredient in most of the retirement accounts I see today is safety." Message me if you are interested in this missing ingredient...the BEST SAVINGS PLAN!

What if the way you were doing something was really not the right way...when would you want to know?What if the way you were doing something was really not the right way...when would you want to know?

Most all experts agree that the foundation for a comprehensive financial plan includes life insurance for both working and non-working spouses.

Retirement plan contribution limits have changed. You can now save more money annually into tax favored accounts!

How Long Will It Take to Double My Money?

Great thought provoking article. A well written plan can navigate these waters. Conventional wisdom re-written!

Roth IRA or 529 Plan for college funding?

"this might be a good time to consider the real return on your investments."

If nothing changes, nothing will change That’s a really simple way of saying if you want your financial situation to change, you need to handle your finances ...differently. If you want to know you’re doing it right, click send message. I think I could help. #TakeControlTuesday