February 6, 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 February 6, 2023

This Week’s Podcast – Clifton Corbin – Teaching Kids About Money & Retirement

Don’t we all wish we gained financial literacy at a young age? Maybe then, we wouldn’t have made so many money mistakes as young adults. How about giving your kids or grandkids that money management knowledge as early as possible?


This Week’s Blog – Teaching Kids About Money & Retirement

As an adult trying to secure your retirement, it’s difficult not to think about your children. Perhaps you want to leave your children money or spend more time with potential grandchildren when you retire.