Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust in your financial planning.
Hosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look...
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at the option of an assumable mortgage when purchasing a home.
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how the strength of the U.S. Dollar rises and falls with our imports...