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.

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Investments, Market Update Andy Michael Investments, Market Update Andy Michael

What about inflation?

We’ve had several discussions about inflation lately. Inflation is everywhere you look– the summer trip and rental car you just booked, last week’s grocery bill, gas back to $3/gallon, and your neighbor’s house just sold for $60,000 above ask, all cash, no inspection required! Here are the two most common questions we’re discussing around inflation.

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Market Update Andy Michael Market Update Andy Michael

Meme Stocks and Shaq SPAC

There is a speculative frenzy in virtually everything right now. Virtual pun intended – crypto currencies, digital tokens, even digital NBA collecting cards have exploded. Celebrities are underwriting SPAC’s. Yes – even Shaquille O’Neill is involved with a SPAC. Meme stocks like GameStop have come and gone and now maybe coming back again?

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Retirement Jenny Wilson Retirement Jenny Wilson

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.

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Investments Andy Michael Investments Andy Michael

From Andy's *Home* Office - A Look Back

Living in the moment of current markets and events can feel like a never before seen tug of war between panic and euphoria, leaving investors questioning what to do next. Our goal at Sailer Financial is to balance the emotional reactions to these events.

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Retirement Jenny Wilson Retirement Jenny Wilson

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?

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Have questions about these topics?

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