Nov 23, 2020
After a tough 2020, are you thinking about calling it quits for good in 2021? If so, Steve has some tips on how to make sure you’re ready. Plus, we’ll discuss the numbers you need to know that are critical to your retirement success. There’s still time to schedule a year-end retirement review at
Nov 9, 2020
Phew! We made it through election week, but there’s still plenty of uncertainty about where we’re headed next. Steve breaks down the immediate aftermath of the election, the market reaction and what happens in the event of another coronavirus lockdown. There’s still time to address your retirement questions during...
Nov 2, 2020
The presidential election is finally here, but what happens after Tuesday? Steve discusses the potential market volatility & what you can address with a review, no matter what happens on election day. Schedule a time to go over your questions at
Oct 26, 2020
This month in 1986, President Reagan signed a major tax reform bill into law, but our tax rates have changed quite a bit since then. This week, Steve discusses why now may be a great time to take advantage of today’s low tax rates, while you still can! Schedule a time to go over your year-end retirement tax strategy...
Oct 19, 2020
Taxes are just a headache for most of us, but Steve finds them exciting…especially as we head toward the end of the year! Listen this week as he explains some of the unique opportunities retirement savers can take advantage of in 2020. Schedule a time to go over your year-end questions at