Curtis Stephens on financial check-ins, retirement planning and an estate-planning event in Alton

On Our Daily Show, Alton fiduciary financial planner Curtis Stephens of Stephens Planning discusses personalized financial planning, tax considerations and when families may benefit from a second set of eyes on their finances. He suggests year-end is a useful time to review accounts and contributions, and also points to life changes such as nearing retirement, losing a loved one or starting or selling a business as reasons to revisit a plan.

Stephens also discusses estate planning and a free lunch-and-learn with attorney Liz Heller, scheduled for November 18 at noon. The conversation covers how financial and legal professionals can work together, why estate plans matter regardless of the size of an estate, and Stephens Planning’s Community Thursdays for people facing a difficult financial season.