30yrs ago this week, State Street Global Advisors launched the ETF, SPY. This was the 1st US-based ETF, which tracks the S&P 500 index.

There’s been a recent (last 12 months) rise in questions surrounding TIAA Lifetime Income Annuity Options. My opinion, 2 main reasons behind the latest trend of questioning….

Rising costs (inflation) have prompted updates from the IRS, broadly impacting Americans' finances. Recent legislation may present further options for the new year - 2023.

What's a Backdoor Roth? Who should use it? Top reason is for those high income earners that CAN'T contribute directly to Roth IRA. Learn how to implement this strategy and secure tax free income upon distribution.

You can actually set up your own 401(k) if your a sole proprietor. This type of retirement account would be best used if you have no employees or if you happen to have spouse on the payroll.

Greg shares with you what size of small business owner should be using the SEP IRA and what are possibly better retirement plan options....depending on the size of your business.