Insights
Financial Education
The team at Seven Springs Wealth Group is committed to sharing our expertise around a broad range of timely financial topics. We believe in continuously keeping our clients “in the know” so they feel empowered to make the best decisions for their own journey.
InvestmentsMarket UpdatesRetirementEducation
Bringing the Portfolio + Financial Plan Together
With both equity markets and interest rates near all-time or multi-decade highs, please join Andy Michael, Matt Parks, and Dennis Carter as they review opportunities to bring the portfolio + financial plan together.
Secure Act 2.0 Key Updates
Since the passing of the SECURE Act in December 2019, there has been much discussion of a follow up bill to come. After three years, the SECURE Act 2.0 was passed on December 29, 2022 and we want to highlight a few of the more significant provisions.
2021 Medicare Open Enrollment Guide
2021 Medicare Open Enrollment begins October 15, 2020 and runs through December 7, 2020. Seven Springs Wealth Group (FKA Sailer Financial) is pleased to provide this video guide to help you make the most of your Medicare Part D Prescription Drug plan elections.
CARES ACT - RMDs and the Partial Roth Conversion
If you have a 401K or traditional IRA that you must take a Required Minimum Distribution (RMDs) from, what you do with those funds can cause your tax bill to go up...unless you make a contribution to a ROTH IRA. What is a partial Roth conversion; and how can it help you lower the taxable income from your RMD in 2020?
