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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.
Hayden Proffitt from McCay Wealth Advisory, LLC speaks with Jonathan Burns, partner at Spencer Fane, LLP, about the differences between Wills and Trusts, and...
Hosts Brent McCay and Bradley Covert talk about Treasury Secretary Scott Bessent’s proposed 3/3/3 plan and what that means to the economy and to...
Hosts Brent McCay and Hayden Proffitt talk about some changes coming to 401k plans this year and next. We would love to help you...
