First Monday Memo

Exclusive news keeping Stepp & Rothwell clients and families up to date.

This Month’s Issue

“Inverted Yield Curve: What you need to Know”

“Are your bank deposits safe?”

“Is there something for you in Secure 2.0?”

“Starting the Year Off Right”

“It’s a Good Time to Consider Your IRA Contribution”

“A Stimulating Conversation”

“Crypto 101”

“Considering a Retirement Community?”

“The Medicare Maze”

“Pricier at the Pump”

“It Just Feels Good”