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 February 13, 2023
This Week’s Podcast – 10 Reasons Everyone Needs a Power of Attorney in Retirement
What if something happened to you and you needed somebody else to make decisions in your place? Do you have a durable power of attorney in place to make things easier for you and your loved ones?
This Week’s Blog – 10 Reasons Everyone Needs a Power of Attorney in Retirement
Do you have a durable power of attorney? If not and you’ve done everything that you can to secure your retirement, it’s one of the steps that you must take. We’re firm believers that when you’re in the midst of your retirement planning, you also need to work on your estate plan.