The Mastilak Wealth Management Group
28%are confident about selecting the right investments
Source: 2018 Institute for Divorce Financial Analysts Conference
95%of women will be their family's primary financial decision maker at some point in their lives.
Source: Women of Wealth: Why does the Financial Services Industry Still Not Hear Them?
30%of women aged 55-64 say they feel well prepared for retirement.
Source: 2015 BlackRock Investor Pulse Survey
We celebrate women; committing to Empower, Educate, and Enrich our women clients.
We focus on socially responsible investments, incorporating environmental, social, and governance (ESG) factors into the recommendations we make. This approach seeks to help mitigate risk while seeking to generate sustainable, long-term returns.
We can spend time working with and educating your family members, such as your adult children and grandchildren.
Jay has also earned the Accredited Domestic Partnership AdvisorSM (ADPA®) designation, which covers issues surrounding wealth transfer, federal taxation, and end-of-life planning needs for domestic partners.
Keeping You Informed
Dive into our latest articles, videos, podcasts, and more!
When planning for health care costs during retirement, women should be aware that they face higher lifetime costs than men. The primary reason for this cost disparity is longevity.
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Although relocating is relatively easy, determining domicile can be tricky.
If you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.
When was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.
This article covers which type of insurance could be needed for several types of individuals in different scenarios.
The Internal Revenue Service announced on June 23 (through IRS Notice 2020-51) that anyone who has already taken a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back into a retirement account by August 31, 2020, following the CARES Act RMD waiver for 2020.
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