Jim Steffen | Dec 29, 2022 2023 RMD rule changes 2023 RMD rule changes from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Dec 12, 2022 Treasurys have advantage over CDs in high tax states Treasurys have advantage over CDs in high tax states from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Oct 28, 2022 Are mortgage rates going to decline? ARE MORTGAGE RATES GOING TO DECLINE? from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Oct 25, 2022 Stocks are down - Time for TAX LOSS HARVESTING Stocks are down - Time for TAX LOSS HARVESTING.mp4 from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Oct 19, 2022 Why rising interest rates are bad for stocks - revisited Why rising interest rates are bad for stocks - revisited from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Oct 12, 2022 Deferring Social Security could be a 16% "return" in 2022! Deferring Social Security could be a 16%+ "return" in 2022! from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Oct 5, 2022 Expert FIVE bear markets in retirement! Expect FIVE bear markets in retirement! from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Sep 27, 2022 Medicare IRMAA - Avoid this common tax trap Medicare IRMAA - Avoid this common tax trap from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Sep 13, 2022 Big COLA for Social Security is coming 2023! Big COLA for Social Security is coming in 2023! from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Sep 13, 2022 Opportunity for excess cash - US Treasurys Opportunity for excess cash - US Treasurys from Trott Brook Financial on Vimeo. Read More
Jim Steffen | Sep 6, 2022 Spouses under 59.5 - Avoid 10% penalty on inherited IRAs Avoid this NASTY surprise by reviewing your homeowners insurance from Trott Brook Financial on Vimeo. Read More
