Sullivan & Schlieman Wealth Management, LLC

10/19/2023

SSWM is excited to extend a well-deserved recognition to our committed employees who have recently celebrated their work anniversaries!

Emily Morgan, Associate Wealth Advisor, celebrated 15 years of dedicated service on August 18th.

Antonella Robinson, our Office Manager in Alpharetta, marked her 5th year of service on August 13th.

Our newest addition to the team, Client Services Associate Calvin Meeks, celebrated his one-year anniversary at SSWM on October 17th.

We are proud of their achievements and look forward to many more successful years together.

10/16/2023

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

10/13/2023

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

10/11/2023

https://conta.cc/3PUJoIO

OCTOBER 2023 Let SSWM help you to unlock the key to this month's financial success! October's Key Fact: It may come as no surprise, but the famous escape artist Harry Houdini started his career as a l

10/09/2023

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

10/06/2023

What every parent needs to know about insuring his or her .

Tips on insuring your teen driver.

10/04/2023

Sullivan & Schlieman Wealth Management is the key to your financial goals! 🗝

If you are in the downtown Alpharetta area, don’t miss the chance to visit the SSWM’s 2023 scarecrow! Take a selfie with Scarecrow Andrew and share it with us!

Scarecrow Andrew can be found in Patch 4 in the Town Green in spot 30!

10/03/2023

https://conta.cc/3ZEFPem

  Weekly Market Commentary Here is the latest edition of our Weekly Market Commentary! If you have any friends or family members who might also enjoy or benefit from this material, please pass it alon

10/02/2023

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

09/29/2023

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

09/25/2023

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

09/22/2023

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.