Preview Mode Links will not work in preview mode

Jan 14, 2022

Congress needs to raise the debt-ceiling from time-to-time so the government can pay its bills.  We keep hearing about the downside of not raising the limit:  like interest rates going up and the market getting spooked.  Treasury Secretary Janet Yellen even tells CNBC it could also delay Social Security payments. So...


Dec 31, 2021

Hear Steve talk about the "Income For Life" tool that he uses to help his clients, and how he can help you. Then, President Biden is pushing trillions of dollars in new spending … and his supporters in Congress are considering several different tax hikes to pay for it all.  One of them is a so-called “death tax”...


Dec 17, 2021

While a lot of talk surrounds the fear of inflation pushing us into another recession, an expert says we may already be in one.  Dartmouth College professor David Blanchflower points to two major indices of consumer confidence that have dropped more or just as much as they did ahead of the 2008 crash.  He believes that...


Dec 10, 2021

Believe it or not we’re already in the fourth quarter of the year!  And Morningstar’s Christine Benz says that means it’s time to take stock of your investments…what are some other things we might want to look at as we approach the end of another year? Do you have any retirement accounts that you’re not aware...


Dec 3, 2021

One of the most basic retirement planning questions people have is  “How am I doing?”  We want to know if we’re on track for a comfortable retirement, or if we might need to change something.  To help, Fidelity came up with some so-called “benchmarks” for how much money we should have set aside, by certain...