Apr 25, 2022

Social Security benefits are not a form of an annuity, but a recent article I read says delaying when you take them almost acts like one.  It points out that holding off claiming benefits until age 70 increases the monthly check by 75% - a much higher rate of return than other no-risk investments.  Hear Steve explain...

Apr 4, 2022

How important is tax planning in retirement? VERY! Steve explains how missing a step can cost you BIG TIME. Hear how Steve's tax strategies can help keep more money in your pocket vs in Uncle Sam's wallet !

Then, the pandemic has raised awareness of the need for long-term care.  But it can be very expensive, how can...