Dec 28, 2020

Does a higher paycheck during your working years guarantee a more successful retirement? Not necessarily! This week, Steve discusses some of the challenges that high-income earners face in planning for their retirement. Plus, why one billionaire has decided to leave New York City’s taxes behind. Have a question...

Dec 21, 2020

Understanding risk versus reward is important for investors, especially in a volatile market. But do you really need to take the risk? Steve discusses why that question is so important for retirement savers. Plus, what should you do with your emergency savings when interest rates are super low? Have a question for

Dec 10, 2020

Over half (57%) of Americans are worried inflation will make basic retirement expenses unaffordable BUT, less than a quarter (24%) of Americans are discussing the impact of inflation with their financial professional - see the problem here? 

Steve discusses how he can help you prepare for the expenses of retirement, but...

Nov 30, 2020

Over the years, you’ve probably heard about certain retirement rules, but do those same rules apply today? This week, Steve discusses the things you might want to “unlearn” as you head into retirement. Plus, we’ll explain the details in a new retirement bill under consideration by Congress. And...

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