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Aug 1, 2022

Do you feel like your 401(k) is now more like a ‘301(k)’ because of all the market declines?  Hear how Steve is helping clients preserve their retirement savings during such a volatile time.  During all the volatility in the stock market, we’ve heard one financial term being tossed around a lot – bear market. ...


Jul 18, 2022

You know all those stories about Social Security going broke in 2034?  Well, here’s some good news!  Uncle Sam had a good year, so they’ve pushed the “go-broke” date back by one year to 2035.  Not too exciting, right?  Recently, we sat down for an exclusive interview with former Vice President Mike Pence.  He...


Jul 4, 2022

Let’s say you’re only a few years away from retirement and you haven’t paid off your mortgage yet.  Is that a problem? Steve weighs in on this and you'll hear questions from our audience! 

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Jun 20, 2022

What's the difference between a Traditional IRA and Roth IRA? Steve talks about the best time to do a Roth conversion and how to pass down your Roth IRA tax efficiently! 

Call Steve today for a Portfolio Review!  


Jun 6, 2022

Having an emergency fund is CRUCIAL both in your working years and during retirement. But, how can you stretch the pennies to build it while fighting inflation day to day? Hear Steve discuss how he helps his clients with this and how he can help YOU.  Then, the Motley Fool financial website says there’s no...