Nov 20, 2020

How much money do you waste a month? Did you know the average baby boomers spends $680+ a month on nonessentials? That’s a $1 here, $5 here and only $10 next time, well it adds up!  Did you ever think that you were wasting money or leaving money on the table? Do you REALLY need that new iPhone? Or Starbucks every...

Nov 13, 2020

Steve discusses why its so important to be proactive with your financial plan and if your married, why both spouses need to be on the same page. Then some analyst say we are headed into a bull market while other say we're going into a recession - how do we know who to believe and how can we protect our money? Plus,...

Nov 6, 2020

Reuters is reporting a rush on estate planning appointments, because of fears about how the rules might change if Joe Biden wins the election.  Are there steps  we could take now that would benefit us in the event that the rules do change? Steve talks about taking control of your money! 

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