December 4, 2023 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 4, 2023

Anne Rhodes – Estate Planning in Retirement – Simplified

Listen in to learn about the importance of documents like the HIPAA form, certification of trust, and why you should consider a trust versus a will. You will also learn how is set up to reduce estate planning friction and simplify estate planning for financial advisors and their clients.


Estate Planning in Retirement – Simplified

Estate planning is a topic we often discuss with our clients. If you’re in the middle of retirement planning and trying to secure your retirement, an estate plan is something you want on your “to-do” list. Anne Rhodes, the Chief Legal Officer of, joined us on our latest podcast, where she provides a simplified rundown of estate planning for our audience.