Stifel Access
Online access for Stifel clients, providing detailed account information, market data, research and more
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.