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Connecting Money with Meaning.

Sue Stevens is a trusted financial adviser and author of numerous books and articles about connecting money and meaning. About Sue Stevens »

Latest Articles

Taking a Closer Look at Annuities

Taking a Closer Look at Annuities

October 11, 2018

Experts now predict annuities may play a greater role in retiring clients’ portfolios as people live longer and are looking for “longevity insurance.”

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Pockets of Opportunity

Pockets of Opportunity

October 11, 2018

There is no shortage of free-floating anxiety in the investment world or, more broadly, in the world-at-large. But you may find it helpful to look at the evidence to get a better gauge on what’s really going on in the world.

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Disaster Planning

Disaster Planning

September 12, 2017

Until some type of disaster happens to you, you think you’ll be immune. We all tend to be overconfident at times, but perhaps now is a good time to run through a disaster contingency drill. Here are a few things you may want to consider.

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