Aug 29, 2022

Question:  Do you think you pay too much in taxes … or too little?  That’s a trick question because we all pay too much!  But IRA expert Ed Slott tells The Motley Fool that’s our own fault! Hear how Steve can help you put together a strong tax strategy helping put more money in YOUR pocket and LESS in Uncle...

Aug 15, 2022

Jim Carrey says he’s probably retiring.  But at age 60, he tells Access that the timing to step away just feels right. Carrey also plans to sell his artwork as NFTs (non-fungible tokens) to create another income stream.  Doesn’t his story show that retirement is not only a matter of finances but also a state...

Aug 1, 2022

A new survey (by the National Financial Educators Council) shows most still believe in the American Dream.  It asked whether they perceive that financial independence is attainable.  More than half answered yes.  What is your definition of financial independence and how do you help clients get there?, You’ve...