Stifel | Shepard Wealth Management Group | Financial Advisors

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Three Lessons from Retirees

A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Municipal Bonds

Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Rain, Sleet, Snow — and Lawsuits?

Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
Crisis Relief: Financial Lifelines for Affected Workers

Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.