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Whether you're a professional, executive or retiree, we all have one thing in common: money While some have a small amount, others have lots
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Advancing the Industry During the Pandemic – A Panel Discussion
By Becky Steffens | Senior Growth Strategist SPS Family's Jennifer Bacarella is an impressive professional As a 2018 InvestmentNews Woman to
Special Needs Planning: The OBRA’93 or “OOPS” TRUST
By Vivian J Villers, CFP, AIF, CWS By now, you know that a person with a disability could be eligible for SSI and Medicaid when they
SPECIAL NEEDS PLANNING: Providing for a child with special needs using a special needs trust
By Vivian J Villers, CFP, AIF, CWS If your child with special needs is receiving government benefits such as SSI and Medicaid, they cannot
Roth Conversion Considerations for Retirees
By Erica Eros | Case Planning/Retirement Consultant The recent Medicare premium and deductible increase may affect retirees on a fixed income If
3 Tips for Gaining New Clients in 2021
By: SPS Family Practice Management With 2020 in the rearview mirror and the economy slowly reopening, many financial representatives are trying
SPECIAL NEEDS PLANNING: New Year’s Resolution – Beneficiary Designations
By Vivian J Villers, CFP, AIF, CWS New Year's Resolution - Beneficiary Designations As part of comprehensive planning, it is
Special Needs Planning: Giving Strategies for a Person with a Disability
By Vivian J Villers, CFP, AIF, CWS As we approach the holidays, I thought it would be helpful to review some gifting ideas for people
The Annual SPS Family Advisor Summit 2020 Is Almost Here!
By Becky Steffens | Senior Growth Strategist Like pretty much every event in 2020, the SPS Family Advisor Summit will be very different than in
SPECIAL NEEDS PLANNING
By Vivian J Villers, CFP, AIF, CWS WHERE IT ALL BEGAN AND THE BASICS Almost everyone knows someone who has a child with a disability
Roth Conversion Considerations
By Erica Eros | Qualified Plans Converting a Traditional IRA or employer-sponsored retirement account to a Roth IRA may offer more flexibility at
THINK LIKE A CHILD
Keith Craig | Marketing Consultant I want to momentarily take you back to childhood days Those days where, as a kid, you had a million ideas
3 Tips for Improving Client Engagement with Your Website
By Becky Steffens | Senior Growth Strategist Think back to the last time you searched for a product you were planning to buy or a company whose
SPS Family Supports Special Operations Warrior Foundation
By Becky Steffens | Senior Growth Strategist While the year 2020 has been pretty unpredictable, SPS Family's drive to support veterans-based
3-Time WealthManagement Industry Award Winner for 2020!
By Jennifer Bacarella, Sr Vice President | Firm Development In case you missed it, SPS Family was a THREE-TIME WINNER at the annual
PRACTICE MANAGEMENT…DO YOU NEED IT?
By Keith Craig and Ken White | Practice Management Practice Management - do you need it The answer is you're already doing it You're not just
BEHAVIORAL FINANCE AND HOLISTIC PLANNING
By Cheryl Harwell | Case Planning / Practice Management Comprehensive, or holistic, financial planning describes a multidisciplinary approach a
Sigma Financial Corporation Named Runner-Up in Broker-Dealer of the Year Award!
What the Broker-Dealer of the Year Awards Means to Us By Jennifer Bacarella | Executive, Director of Firm Development Every year, Investment
Silent Auction Held to Benefit the Parkland Scholarship Fund
By Jennifer Bacarella, Executive, Director Firm Development Last week, SPS Family held an in-house silent auction to benefit our fourth year of
Strategies for Clients Who Need Cash During the COVID-19 Pandemic
By Erica Eros | Case Planning - Qualified Plans The COVID-19 pandemic has led to temporary changes to the IRA withdrawal rules The Coronavirus
5 Things I Learned as a Panelist at the InvestmentNews Women Adviser Summit
By Jennifer Bacarella, Executive, Director Firm Development I have been associated with InvestmentNews Women Advisor Summit for a few years now
PANDEMIC DOWNTIME? USE IT TO YOUR ADVANTAGE
By Keith Craig and Ken White | Practice Management We are experiencing unusual times! Times like we have never experienced before, and times we
Behavioral Finance – Reopening the Economy & Consumer Behavior
By Cheryl Harwell | Case Planning & Practice Management Behavioral Finance - Reopening the Economy & Consumer Behavior When COVID-19
BEST PRACTICES for this UNPRECEDENTED TIME
By Keith Craig and Ken White | Case Planning With Excerpts from Financial Independence Group (FIG)'s COVID-19 Response As the coronavirus
The power of “unsubscribing”
By Kristi Delongchamp | Firm Development Unsubscribe! Free yourself Are you like me and get so many emails nowadays that you spend more time
Transitions Can be Tough – Happy Music Helps!
By Michele Bergeron | Firm Development We know how stressful transitioning your book of business to a new broker-dealer can be Throughout the
We Care About Our Representatives…and it’s not just talk.
By Michele Bergeron, Firm Development All Broker-Dealers say they care about their reps, but do they show it At the SPS Family, actions speak
SPS Family Named 4-Time Finalist for 2020 WealthManagement Industry Awards
We are proud to announce that the SPS Family has been named a 4-time finalist in the 2020 WealthManagement Industry Awards (the
Behavioral Finance and Current Events
By Cheryl Harwell | Case Planning Behavioral Finance and Current Events The Coronavirus Pandemic and COVID-19: quarantines, temporary business
We Cultivate Next Generation Financial Advisors
By Jennifer Bacarella | Executive Director of Firm Development We Cultivate Next Generation Financial Advisors As an executive of SPS Family
2020 Pandemic High School Graduations
By Kristi Delongchamp | Firm Development Graduating from high school is a time for celebrating accomplishments, enjoying prom and senior
Behavioral Finance: Implement Behavioral Finance in Your Client Interactions
By Cheryl Harwell | Case Planning Behavioral Finance: Implement Behavioral Finance in Your Client Interactions While financial professionals
What Are We Proud of at SPS Family?
By Jennifer Bacarella | Executive Director of Firm Development One of the questions we get asked most during recruitment is, "How are you
Behavioral Finance: Helping Yourself and Your Clients During These Uncertain Times
By Cheryl Harwell | Case Planning Behavioral Finance: Helping Yourself and Your Clients During These Uncertain Times The Coronavirus, or
Implement Behavioral Finance in Your Client Interactions
By Cheryl Harwell | Case Planning Implement Behavioral Finance in Your Client Interactions While advisors can't completely offset biases that
The “Broker Protocol” FACTs & FAQs
By Matt Vigo The "Broker Protocol" FACTs & FAQs FACTs The "Broker Protocol" (Protocol) is an agreement that was created in August
BEHAVIORAL FINANCE
By Cheryl Harwell BEHAVIORAL FINANCE Behavioral finance is becoming a much more popular discipline in the field of financial planning and
Jenny’s Blog, Stardate 04.07.2020
Jenny's Blog, Stardate 04072020 by Jenny Bacarella, Executive, Firm Development It's Tuesday! Truthfully, I can't tell what day it is
SPS Family Adding APEG to TechStack
SPS Family Adding APEG to TechStack by Kristi Delongchamp Ann Arbor, MI - [January 24, 2020] - The SPS Family has expanded its robust Show More