First Monday Memo

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

This Month’s Issue

“Don’t Take the Bait!  Avoiding the Modern Scam”

“Trading Places?  The Ins and Outs of the 1031 Exchange”

“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”

“It Just Feels Good”

“Pricier at the Pump”

“The Medicare Maze”

“Considering a Retirement Community?”

“Crypto 101”

“A Stimulating Conversation”