Life 2.0 can be anything you choose if you’re willing to start early enough to build a solid plan for the next phase in life. Some of the richest experiences are just waiting to be explored.
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Stevens Visionary Blog
Retirement Plan Rollover Considerations
At retirement, you may need to choose how to take your benefits. There are several possibilities you might consider…
Read MoreCountdown to Retirement
When you get to within five-to-ten years of when you expect to retire, the planning usually gets more serious. Now you need to think about lots of other issues that will guide you to a better estimate of how much you need to accumulate.
Read MoreBeing a Visionary Investor
Sometimes what you need to succeed in investing is vision. Keeping your perspective is key. Vision includes understanding what’s happened in the past, being mindful of what’s happening now, and considering what could happen over a longer term.
Read MoreThe Value of Working with a Human Financial Advisor
Financial planning is a creative, iterative process. An essential part of this process is one human being talking to another human being who is trained in listening and idea generation. This is so much more than just mathematical formulas.
Read MoreThe Survivor’s Checklist
Losing a loved one is one of the most difficult things any of us will have to endure in our lifetimes. The experience is made all the more difficult by the myriad of paperwork the survivor must wade through. Here’s a brief checklist that covers what a survivor needs to do in order to navigate this emotional time.
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