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Financial Education

From success to legacy

Roth IRA Conversions & The Potential Tax Benefits in Retirement

Understanding the tools available to enhance your financial well-being is crucial as you navigate retirement. At Stevens Capital Partners, we're committed to guiding you through strategies that can help optimize your retirement savings. One such strategy is the Roth IRA (Individual Retirement Account) Conversion, a powerful tool that can offer significant tax benefits and greater control over your retirement funds.

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Market Commentary

Cutting Through The Noise: October 2024

While we all expected a scare from ghosts and goblins ringing our doorbells on Halloween, the so-called “fear index” is what caused a fright on October 31st.

David Stevens

Market Commentary

Cutting Through The Noise: September 2024

Just one look at a foliage map this time of year shows much of the country experiencing a change in seasons. Leaves changing colors, pumpkin spice lattes, and even some sweater weather are clear signs of change.

Financial Planning

Creating a Robust Retirement Strategy: Key Steps to Secure Your Future

Retirement planning is a journey, not a destination. Whether you're just starting out in your career or are years away from retirement, having a well-structured plan can ensure that your golden years are truly golden. Here's a comprehensive guide to building a retirement strategy that works for you.

David Stevens

September 30, 2024

Estate Planning

Estate Planning: A Vital Component of Legacy Planning

Estate planning is an essential counterpart to legacy planning, ensuring that your wishes for asset distribution and personal care are honored both during your life and after your passing. While legacy planning focuses on the broader impact of your life's work and values, estate planning provides the legal framework that secures these intentions. Let's explore the critical components of estate planning and how they complement your overarching legacy goals.

David Stevens

May 16, 2024

Financial Planning

National Social Security Month: Securing Your Financial Future

In a world where economic and social upheaval can unsettle even the best-laid financial plans, National Social Security Month acts as a timely reminder of the support structures in place to provide a measure of stability and security.

David Stevens

April 18, 2024

Financial Planning

Celebrating Financial Literacy Month: Empowering Your Financial Future

April marks an important observance that impacts everyone, from young students to seasoned professionals: Financial Literacy Month. This annual initiative is dedicated to raising awareness about the importance of financial education and empowering individuals with the knowledge and tools they need to make informed financial decisions. In a world where financial landscapes are constantly shifting, understanding the basics of money management has never been more crucial.

David Stevens

April 4, 2024

At Stevens Capital Partners^SM

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Investment advice offered through Stevens Capital Partners℠, Inc., a Registered Investment Advisor with the SEC (Securities and Exchange Commission).
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Stevens Capital Partners^SM

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Financial Education

From success to legacy

Roth IRA Conversions & The Potential Tax Benefits in Retirement

Cutting Through The Noise: October 2024

Cutting Through The Noise: September 2024

Creating a Robust Retirement Strategy: Key Steps to Secure Your Future

Estate Planning: A Vital Component of Legacy Planning

National Social Security Month: Securing Your Financial Future

Celebrating Financial Literacy Month: Empowering Your Financial Future

At Stevens Capital PartnersSM

At Stevens Capital Partners^SM