May 28, 2021

Over the course of your lifetime, how much money would you guess you’ll have paid in taxes?  USA Today says – if you add it all up – the average American pays Federal, state, and local governments more than half-a-million dollars!  Now, imagine if you could somehow save just a little more on your taxes each year...

May 11, 2021

Steve's job is to help people not run out of money during retirement.  But NerdWallet says there are some retirees who worry about money too much – almost to the point of depriving themselves.  How do you help clients find that “sweet spot” between feeling financially secure, and still being able to enjoy a happy,...