May 29, 2020
Now is a great time to take inventory of your finances. Some financial checklist items are your beneficiaries updated on your life insurance, your will, your financial accounts, your IRAs?
Organize your statements - online or paper statements.
Do you have a trust and is it up to date?
Do you keep track of all your...
May 8, 2020
We all just want to go back to "normal," right? Seems what we are living today is our "new normal." So what can we do to better position ourselves for when the economy goes up and (hopefully) soon fully recovers? Steve explains why his tools and strategies can help you make sure you are in the right position today...