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Steven J. Hudgins
First Vice President/ Investments
CA Insurance Lic. #0B32062
Julia C. Anderson
Senior Registered Client Service Associate
Stifel, Nicolaus & Company, Incorporated
1420 Rocky Ridge Drive, Suite 340
Roseville, CA 95661
Phone: (916) 774-3706
TollFree: (866) 498-6682
Fax: (916) 626-3313
Email: steven.hudgins@stifel.com
July/August 2023
A Financial Wellness Checkup
How are your finances doing? If you're not sure, it may be time to take steps to assess your financial health.
Find your net worth.
Net worth is what you own — savings, investments, cars, property, valuables — minus what you owe — loans, credit card balances, car payments, mortgage, etc. The result is your net worth.Review your budget.
See where your money is going and make adjustments.Start an emergency fund.
Set aside money from each paycheck for unexpected expenses.Contribute to a retirement plan.
Join an employer’s plan or open an IRA.1122.5237800.1.
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Securities offered through Stifel, Nicolaus & Company, Incorporated. 501 N. Broadway, St. Louis, Missouri 63102. Member SIPC and NYSE
Stifel, Nicolaus & Company, Incorporated is not affiliated with LTM Client Marketing. Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.
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