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Oct 24, 2022

Americans are trying to stretch their dollars amid high inflation, but they might be overlooking money they already have – gift cards!  A new survey (by found the average person has $175 in unused gift cards. (Check your wallets!) And if you don’t remember to cash them in, you’re leaving money on the table. You DONT want to leave money on the table in retirement and Steve can help you avoid this! 

Then, an article in Smart Asset asks an interesting question: “Do you actually need a lawyer, not a financial advisor?”  Their point is the advisor helps you protect your money with management, tax planning and insurance, while the attorney helps you protect your money with wills, trusts and estate planning.  If you picked one over the other, what could you be missing? Hear Steve explain how he can help you create an income plan with income for life!