In the Media
Winston and Shane Stevenson are your trusted co-pilots, guiding you through the turbulence of financial planning with the latest financial insights, tips and best practices on preparing for retirement and more. Wherever you are on your financial journey, they can help you navigate toward a comfortable retirement.
Check out Winston on 12 News Money Saving Monday | Financial and Retirement Considerations as we Approach the Holidays
As we enter what promises to be an expensive holiday season, it’s important to remember to gift yourself as well. Instead of a new car or a pool upgrade, consider the gift of retirement savings! Winston Stevenson joined 12 News with the five key steps to retirement planning.
Check out Shane on Arizona's Family! | How a Trump Presidency Affects our Taxes?
With a Republican sweep of the 2024 elections, it’s important to consider what impact the Trump Administration’s proposed policies will have on our finances. Shane Stevenson joined AZFamily 3TV CBS 5 and the On Your Side podcast with analysis of the election’s impacts on your money, investments and taxes.
Check out Winston on on 12 News Money Saving Monday | Five Key Steps to for Retirement Planning in 2024-2025
As pensions become rarer, it’s more crucial than ever to have a solid retirement savings plan. Financial professional Winston Stevenson joined 12 News to discuss five key steps to retirement planning.
Check out Shane on 12 News Money Saving Monday! | Global Markets Suffered on Monday August 5th, Shane Stevenson says "Not to Worry."
Many were frightened by the global market tumble on Monday, but as financial professional Shane Stevenson said to Trisha Hendricks of 12 News, the most important thing for investors is not to give in to panic, and think long-term.
Check out Shane on Arizona's Family! | How the Biden 5% Rent Increase Cap Could Actually Help Arizonans
Housing costs are sky high and people in the Phoenix area are feeling the pinch. Under a proposal from the Biden administration, rent increases would be capped at 5% for corporate-owned rental properties. Would that fix the problem? Financial professional Shane Stevenson weighed in on Fox 10.
Check out Shane on Arizona's Family! | How to Begin Investing
You often hear it’s important to invest in the market to grow your wealth, but knowing where to start can be tricky. Financial professional Shane Stevenson joined the Arizona’s Family On Your Side podcast for an in-depth discussion on how to begin investing.
Check out Shane on Arizona's Family! | The Reverse Boomerang Effect
Talk about a role reversal! You’ve heard of kids moving back in with their parents for financial reasons, but now, some parents are moving in with their kids! Shane Stevenson talked with AZ Family’s Susan Campbell about this new phenomenon.
check Out Winston Stevenson On The 5 Essentials for Smart Investing
Taxable or tax-free investing. When your investment strategy pays off, how do you want to experience the profit? Do you want to pay taxes on the investments now, or when you withdraw the money in retirement? In other words, do you want your investments to be taxable now, when it's believed taxes and expenses are lower than they will be in the future, or would you rather pursue tax-free investing? A tax-free dollar will clearly be worth more than one on which you must pay a tax.
check Out Shane on Arizona's Family! | Financial Literacy Month
Nearly 43% of Americans can’t pass a basic financial literacy test. That’s especially troubling in a time when pensions are being replaced by self-directed retirement accounts! For Financial Literacy Month, Shane Stevenson joined AZFamily with tips for boosting your financial savvy.
Check out Winston on Arizona's Family! | Tax Season
At Winston and Companies, we regularly tell people to get angry about high-interest debt and pay it off as soon as possible. That’s often a good use of your tax refund! Winston Stevenson joined AZ Family with other ways to use your refund to strengthen your finances.
check Out Winston on Arizona's Family! | Holiday Scams
The giving season is also the taking season! Scammers are working hard to separate you from your money. Financial professional Winston Stevenson joined AZ Family with tips for staying safe from scammers this holiday season.
Check out Winston on Arizona's Family! | Divorce Season
January marks the beginning of “divorce season.” Now that the holidays have passed, there tends to be an uptick in separations. Winston Stevenson joined AZ Family Channel 3 and 5 with financial tips for couples going through divorce.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
