December 2, 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 December 2, 2024

Nationwide Monument Advisor For Tax Planning Strategies in Retirement

Radon Stancil and Murs Tariq discuss the Nationwide Monument Advisor, a unique variable annuity designed to optimize tax planning strategies for retirement. Learn why Radon and Murs believe this tool can be a game-changer…  

Nationwide Monument Advisor For Tax Planning Strategies in Retirement

Planning for retirement requires a comprehensive approach, especially when it comes to tax-efficient strategies that allow you to maximize the growth and distribution of your investments. Enter the Nationwide Monument Advisor, a unique variable annuity that we regularly recommend as a strategic tool for tax planning. But wait…..