Stifel | Mahn Wealth Management Group | Financial Advisors

Newsletters

Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.
Flood Insurance: Be Prepared for Rising Waters and Changing Rates

Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
Dividends for Income and Total Returns

Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Life Expectancy

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

Estimate the future value of your current savings.
Taxable Equivalent Yield

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