August 12, 2024 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 August 12, 2024

What Documents Should I Keep on File in Retirement?

Radon and Murs discuss the crucial documents you need to keep on file as you approach or enter retirement. It’s not uncommon to feel overwhelmed by the amount of paperwork accumulated over the years, especially when it comes to tax returns, legal documents, and health care records. This episode offers valuable insights on how to manage your important documents effectively to ensure peace of mind during retirement.  

What Documents Should I Keep on File in Retirement?

When you’re preparing for retirement, it’s easy to get caught up in the excitement of leaving the workforce and enjoying a more leisurely pace of life. But amidst all the planning and anticipation, one critical area often gets overlooked keeping the right documents on file. Whether it’s tax returns, health care information, or legal papers, knowing what to keep and for how long can save you from unnecessary stress down the road..