Phil Estabrook, Senior Vice President/Investments, Branch Manager - Stifel

02/14/2022

02/10/2022

The average federal income tax refund was $2,775 in 2021. Once your debts and living expenses are covered, here are
a few suggestions for allocating the remainder of your return.

02/07/2022

01/31/2022

01/24/2022

01/18/2022

01/14/2022

Financial documents can pile up quickly and become a challenge to keep organized. Which ones should you save, and how long should you keep them? See the image below to find out:

01/11/2022

January is a great time to set savings goals for the new year. Whether you’re saving for retirement, healthcare expenses, or education costs, there’s an investment vehicle to help you pursue your goal.

For more information:

Traditional & Roth IRAs: https://bit.ly/32Gruoz
401(k)s, 403(b)s, SEP & SIMPLE IRAs: https://bit.ly/3exXmy4
HSAs: https://bit.ly/3esi9TX
Coverdell ESAs: https://bit.ly/3EBMIBc
529s: https://bit.ly/32FXARk

01/07/2022

12/30/2021

Do you need a “trusted contact person?” A trusted contact person is intended to be a resource for your Stifel Financial Advisor in administering your account, protecting your assets, and responding to possible financial exploitation: https://bit.ly/3EpAUlX

12/29/2021

A new year means new resolutions! We encourage you to reflect on your financial health and identify ways to improve it in 2022. Here are some of our suggestions for a financially conscious new year.

12/28/2021

The pandemic has impacted people of all ages, especially when it comes to retirement confidence and goals. This, combined with uncertainty surrounding Social Security, the disappearance of company pensions, longer life expectancies, and a rising cost of living makes proper planning more important than ever to pursue the retirement you envision.