Hosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look at how QCDs differ from Donor Advised Funds.
Hayden Proffitt of McCay Wealth Advisory, LLC talks with Jonathan Burns, partner at Spencer Fane, LLP about tips on how to structure your wills...
Hosts Brent McCay and Hayden Proffitt talk about some changes coming to 401k plans this year and next. We would love to help you...
Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss how long and under which conditions you should claim certain dependents on your...