December 30, 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:

What Issues in Retirement Should I Consider at The Start of the Year

Radon Stancil and Murs Tariq discuss how to approach the start of 2025 with clarity and purpose. They introduce a detailed checklist to help you organize and plan various aspects of your life, including cash flow management, estate planning updates, tax considerations, and more. This isn’t just about setting New Year financial goals or resolutions; it’s about…  

What Issues in Retirement Should I Consider at The Start of the Year

As we step into 2025, it’s the perfect time to assess where you stand financially, personally, and in terms of your long-term goals. The beginning of a new year offers a unique opportunity to reflect on the past, set goals, and establish a solid plan for the future. In this blog, we’ll explore key areas to evaluate and optimize for a successful year ahead.…..