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

Latest Articles

Top Ten Financial Planning Literacy Pitfalls

Top Ten Financial Planning Literacy Pitfalls

April 9, 2021

Knowledge is power. We all know teaching someone to read will change their life. That’s true in the financial world too. People are reluctant to admit what they don’t know. But as financial advisors, we have a passion for helping others follow their dreams.

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Analyzing Your Tax Return

Analyzing Your Tax Return

March 4, 2021

At this time of year, it’s usually a mad scramble to pull together the tax info to get your return done or at least extended. But how often do you really look at your tax return and see what it’s telling you?

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An Adult Child’s Guide to Caring for Aging Parents

An Adult Child’s Guide to Caring for Aging Parents

March 3, 2021

If you are an adult child, you may need to raise the subject so that you can communicate about how you can help them with important decisions in their lives. Whether you (or they) are ready or not, the day very well could come when your parents’ care becomes a concern you must consider.

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