We are pleased to announce our newest team member to the Shepard Wealth Management Group, Melissa Costello! Melissa earned a Bachelor of Science in Business Administration from the University of Missouri-Columbia and holds Series 7 and 63 securities licenses. An integral member of the team, she helps the team manage daily, account-related needs, and delivers personal and timely tasks for clients. Melissa is committed to providing a top-tier client experience while helping our financial advisors do the best job possible.
We are pleased to announce that Jona Moody, Registered Client Service Associate, obtained the CERTIFIED FINANCIAL PLANNER™ certification this month. While Jona continues assisting our clients in his current capacity, we are excited for him as he continues to further his education in wealth management. Please join us in congratulating Jona on his significant accomplishment!
At Shepard Wealth Management Group, our team is dedicated to helping you manage and plan for your financial future. Take a look at what Magay Shepard, Managing Director/Investments, and Dan Emmons, Financial Advisor, have to say about the value of financial planning and how crucial it is to pursuing your goals.
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We are pleased to announce our Client Service Associate, Christine Parks, is now a Registered Client Service Associate, holding the Series 7 and 66 securities licenses. Please join us in congratulating Christine on this significant achievement and her continuing work at career advancement and continuing education.
We are happy to announce that Kathy has a new title on our team, Client Relationship Manager! She is still available to take your calls for service inquiries and she now has Jona to assist her with these requests. This affords her additional time to help us proactively check in with you, addressing any service you may require or concerns you may have.
P.S. The original artwork on Kathy’s office wall was created by her one year old grandson, Wyatt.
Clients often ask, “Am I going to run out of money?”
It’s a valid question that’s sometimes posed out of curiosity, but usually caused by concern over recent life events. You may be considering an unexpected buyout package, or otherwise facing an unplanned retirement, and you want to know what happens when the paychecks stop.
To help address these questions, we take a hands-on approach to financial planning that focuses on you. We explore all of your questions and address each of your unique concerns. Plus, your financial plan isn’t set in stone: it adapts with you, as your situation changes.
One of the primary goals of estate planning is to maximize the assets that will pass to your heirs while minimizing the tax liability of your estate. One particularly effective strategy for working toward that goal is referred to as an estate freeze technique.
If you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.