Category

Video
Tax Strategies For Retirement Matt goes over two different scenarios. The first one is a couple who has all their money in IRA’s, the second scenario is when they have their money distributed between different tax buckets. You will be amazed on how much they save! Below are a few pdf’s you can use to...
Read More
There have been major changes since Trump went into office. Check out our video to learn more. Below are some materials to follow along with as you watch the video.  
Read More
  If you couldn’t make it to the lunch and learn last month, check out the video! See below for two pdf’s  to look over while you watch it. Enjoy! PDF Files: Old v New Brackets Lunch n Learn Jan 24 Notes
Read More

I want to be one of the first to receive your weekly podcast! 

Congrats! You have succesfful subscribed to our podcast, Smart Money Questions. 

ASK A QUESTION