Jul 30, 2021

Inflation is up … but the Fed says it’s not worried.  Should we be concerned?  Portfolio manager Nancy Davis tells CNBC that we absolutely should be! So, what threat do we need to be most concerned about now? If you know someone who’s already retired, ask them to tell you their biggest financial regret.  The...

Jul 26, 2021

Hear Steve's interview on Good Morning Texas with Michael Wiiest.... 

Steve talks about the steps you need to make sure you are successful retirement without being overconfident about it ! 

Jul 16, 2021

Now that President Biden is trying to raise the inheritance tax, CNBC says some people are considering life insurance as an estate planning tool.  Is that really an option?  

Jul 2, 2021

The CDC says America’s birth rate dropped last year by 4% – our biggest decrease in half-a-century.  Professor Kasey Buckles, an economist at Notre Dame, tells CNBC that’s bad news for retirees - why?

Hear why Steve is so passionate about helping people with retirement and how he can replace that paycheck...