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Aug 30, 2023

Do you own a successful small business and believe that you are paying too much in taxes?  Is there a legitimate, IRS approved method of getting deductions of $200,000, $300,000, $400,000 or more—for socking money away in an IRS approved investment account?  Yes. We'll talk about Cash Balance Plans today in the Market...


Aug 29, 2023

Daily IQ Retirement Brief 8/29/23


Aug 29, 2023

You’ve heard it many times, because it's true—most people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to planning who will inherit their assets-- and in what amount--after they’re gone. We’ll talk about trusts, IRAs, and estate planning...


Aug 28, 2023

Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve...


Aug 28, 2023

Daily IQ Retirement Brief 8/28/23