Anthony V. Stevens—Consultant

07/30/2024

A FREE 3-part guide for your journey ahead.

01/20/2024

Gather together,
Grow in faith,
Give back,
Go to serve!

Humbled to support the great Rev. Loxley Consulting & Strategy this morning with the 2024 Faith & Finance kick-off meeting!

The weather had other plans for us but 76 people said the snow cannot will not stop them!

01/18/2024

Greed & fear can mean poor choices & loss. Here's how.

01/10/2024

See how trillions have been lost to fear & greed.

10/06/2023

Northwestern Mutual’s Quick View Tax Guide provides details on tax rates, deductions, contribution limits and more. Download your copy today to help ensure you’re taking advantage of the deductions and credits available to you.

In this guide we provide the tax information you want to know, including income and payroll tax rates, “kiddie tax” rates, details on the taxation of Social Security benefits, the standard deduction, retirement plan contribution limits, RMDs, estate and gift tax rates, and more.

10/05/2023

That's a big number, and it’s my job to help make it smaller. In fact, our study shows that people who work with a financial advisor feel better about their money, friendships, mental health, and more. So reach out to start worrying a lot less.

*Planning and Progress Study, 2023

10/02/2023

These simple steps can help set you up for a strong 2024.

A financial checkup is important to keeping your retirement and finances in balance. To get started, here’s an end-of-year financial checklist for retirees.

09/28/2023

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what's actually included in a plan: http://spr.ly/6186u1rxe

09/25/2023

Did you hear? Student loan payments are starting up again. I know, not fun. But if you’re worrying about your budget and how to deal with this new expense, don’t. Reach out and I’ll show you how to budget for this payment without sacrificing your current lifestyle.

09/20/2023

Switching employers or health insurance plans can be a confusing exercise—especially when trying to figure out how to get the best value. Reach out if you need help understanding how elements of your plan, like an HSA or FSA, will work together.

At first, an FSA and HSA may seem very similar, but there are some differences you need to know.

09/14/2023

Everyone knows it’s important to save. And I get it—it’s not always easy, but there are ways to make it fun! Try our 52-Week Money Challenge then reach out to me to make a plan that can really start putting your money to work.

09/13/2023

Imagine what you could do with a little extra savings. I’ve got some ideas, too!

If you’re up for a challenge, here’s how you could save an extra $1,300 this year.