Preview Mode Links will not work in preview mode

Sep 29, 2016

Experienced estate planning attorney and MBA Richard Dwornik returns to Mastering Money to review today's most important estate planning topics.

Sep 28, 2016

Enrolled agent and master tax specialist , Doris Milton with H & R Block returns to Mastering Money to review today's most important tax topics.

Sep 27, 2016

Low bond rates have pushed many investors to try new things, but at a cost and with some extra risk--The Wall Street Journal reports that preferred stocks have seen rising demand at almost precisely the wrong time, with investors apparently forgetting that preferred stocks lost 9% in 2007, 38% in 2008, and lost 7% in...

Sep 26, 2016

Steve and Sinclair review several topics they will cover at the upcoming IQ Wealth Financial &Estate Planning Workshop. For more information visit Steve also reviews the Vanguard variable annuity.