April 18, 2022 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for April 18, 2022 

This Weeks Podcast –Roderick Spann – 5 Medicare Mistakes to Avoid–

Are you aware of the things you can opt-in or not when it comes to your Medicare plan? It is important that you get enrolled in Medicare 3 months before turning 65 to avoid any delays caused by the existing backlog.

 

This Weeks Blog –5 Medicare Mistakes to Avoid–

Medicare is crucial when trying to secure your retirement because private health insurance is very expensive. And if you’re in retirement without any form of insurance, you’re one medical emergency away from depleting your funds.

It’s our favorite time of the year!! 

Please join us in shredding your confidential documents on Friday, April 29^th, 2022.

We will be enjoying Danny’s BBQ and shredding documents at our office (4101 Lake Boone Trail, Suite 111) from 11am until 1:30pm.

Please RSVP by Monday, April 18^th via email to Morgan at morgan@POMwealth.net or by calling the office at 919.787.8866. 

We hope to see you there!!