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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, of McCay Wealth Advisory, discuss the impact from the Supreme Court decision that lessons the importance of policy...
Hosts Brent McCay and Hayden Proffitt look at identity theft protection. Learn what you can do to avoid losing money to scammers and how...
Hosts Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC discuss the changeover to Charles Schwab accounts, taking place over the Labor Day...
