Hosts Brent McCay and Hayden Proffitt talk about some changes coming to 401k plans this year and next. We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Brent McCay from McCay Wealth Advisory, LLC chats with Jonathan Burns, partner at Spencer Fane LLP, about the ins and outs of Community Property...
Hosts Brent McCay and Hayden Proffitt discuss the current process for receiving payments when you sell certain investments, and how that is expected to...
Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust...