April 25, 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 25, 2022 

This Weeks Podcast –Wine Down – Social Security Questions Answered-

We understand that social security isn’t the most exciting topic to talk about or listen to, but some questions need answers.

In this episode of the Secure Your Retirement podcast, we answer 3 major questions on social security…

 

This Weeks Blog –Social Security Questions Answered-

Social Security is such a key part of retirement planning, but people have a lot of questions that they never ask about. If you’re relying on Social Security to secure your retirement, you must know the answers to some key questions.

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!!