Curtis Stephens on financial planning, year-end check-ins and estate planning in Alton

On Our Daily Show, host Sydney Sinks talks with Curtis Stephens, fiduciary financial planner and founder of Stephens Planning in Alton. Stephens explains how he works with families on individualized financial plans, including how taxes, investments, retirement income and estate considerations can fit together.

The conversation covers when a second opinion may be useful, the value of coordinating with other professionals, and Stephens Planning’s Community Thursdays for people seeking help during a difficult financial stretch. Stephens also discusses an estate-planning Lunch and Learn planned for November 18 with attorney Liz Heller, and the firm’s retirement blog and YouTube channel.