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Brent McCay and Hayden Proffitt talk about the tax forms you should expect and when you should expect to receive them, if you have accounts with Charles Schwab and TD Ameritrade after the recent merger.
Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust...
Brent McCay and Hayden Proffitt talk about the Federal Reserve. They discuss the function of the Fed and look at how it influences today's...
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about Brokerage Certificates of Deposit and Traditional Bank CDs.
