BLUESTEM IS A FAST GROWING PERSONAL FINANCIAL PLANNING FIRM FOCUSED ON BUILDING LONG-TERM RELATIONSHIPS WITH OUR CLIENTS. FIND OUT HOW YOU CAN BECOME A MEMBER OF OUR TEAM.
In Part II of this Money and Happiness series, we take a look at relationships and purpose impact our overall well-being.
It’s February, and that means it’s tax season here at Bluestem. For clients, it’s time to start getting organized.
Most probably know the adage “money can’t buy happiness.” While some truth may lie in the sentiment, my experience has shown that the relationship between money and happiness is far more nuanced.
President Biden has officially signed the Social Security Fairness Act (HR 82) into law on January 6, 2025, revoking the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) under Social Security. Here we outline what WEP and GPO are, how they impact benefits, and what this change means for those at different stages of their financial journey.