Minas Sabau Porterfield Group - Stifel

06/01/2026

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/aPswVg

05/29/2026

🌟 We're excited to share some great news! 🌟

As our business continues to grow, we're thrilled to welcome Ray as our summer intern with the Minas Sabau Porterfield Group!

Ray is a rising senior at Xavier University in Cincinnati, majoring in Finance. He's drawn to finance because of its constantly changing nature and enjoys the challenge of putting the pieces together.

Outside of the classroom, Ray is a Division I collegiate golfer and part of a team that recently won the Big East Championship for the first time in 20 years.

We're excited to have Ray on the team this summer, please join us in giving him a warm welcome! 🤝✨

05/22/2026

A growing trend is emerging—many Gen X Americans are delaying retirement, often due to financial uncertainty and rising costs. It's a powerful reminder that without a clear plan, even those nearing retirement can feel unprepared and behind.

At the Minas Sabau Porterfield Group, we are committed to helping you take control of your financial future—whether you're just starting out, in your peak earning years, or approaching retirement. A thoughtful, personalized strategy can make all the difference in building confidence and staying on track.

If this resonates with you, let's connect. Having a plan—and the right team behind you—can help turn uncertainty into clarity and long-term confidence.

hrexecutive.com

05/21/2026

If it sounds too good to be true, it probably is. Learn how financial scams actually work in the social media era and how to protect yourself from fake crypto deals, phishing messages, and "get rich quick" schemes.

05/20/2026

Click here to view the latest version of Retirement Plans Quarterly: https://livesocial.seismic.com/a2aAaE

05/19/2026

To view Insights and Commentary from Stifel's CIO Office, click here: https://livesocial.seismic.com/aL4YEG

05/18/2026

Deciding whether to convert a retirement plan into a Roth IRA isn't as straightforward as it seems.

Learn more here: https://livesocial.seismic.com/c-yxW https://livesocial.seismic.com/aQDZai

05/15/2026

Should you contribute to a Traditional IRA or a Roth IRA?

Traditional and Roth IRAs both provide significant potential tax benefits. Contribution to one or the other depends on several factors that could potentially impact your personal financial situation, including the current tax framework.

Click here to view a Roth vs Traditional IRA savings scenario:
https://livesocial.seismic.com/rrJyT https://livesocial.seismic.com/a5QEKj

05/14/2026

Social Security is a U.S. government program that provides retirement, disability, and survivor benefits to eligible individuals, funded through payroll taxes. It's designed to offer financial support during retirement or in case of disability or death of a wage earner.

Learn more here: https://livesocial.seismic.com/FQyXe https://livesocial.seismic.com/ar2Et6

05/11/2026

🌸 Thank You for Joining Our First Annual Shredding Event! 🌸

This past weekend, we had the pleasure of hosting our first annual Shredding Event, and we are so grateful to everyone who came out to join us!

It was a wonderful day connecting with our clients, friends, and community—while also helping you securely dispose of important documents. From the coffee truck and fresh donuts to the flowers we were happy to share with all the amazing moms in attendance, it was truly a special way to kick off Mother's Day weekend.

We loved seeing so many familiar faces (and meeting new ones!), and we're already looking forward to making this an annual tradition.

📸 Take a look at some highlights from the day below—we hope you can spot yourself!

Thank you again for your continued trust and support. We're grateful to be part of such a great community.