January 23, 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 January 23, 2023 

This Week’s Podcast – Secure Act 2.0 – How Your Retirement Plan is Affected

Are you curious about how your retirement plan is affected by the Secure Act 2.0? The Secure Act 2.0 was just passed at the end of the calendar year 2022 with some major updates on it.

The Secure Act 2.0 has changed things around when to take your Required Minimum Distributions from now moving forward.


This Week’s Blog – Secure Act 2.0 – How Your Retirement Plan is Affected

The Secure Act 2.0 impacts your retirement planning, and it has some major updates to it, including required minimum distributions (RMDs). Since the Act was just passed at the end of 2022 and is now in effect, it’s important that we discuss these key changes with you.

**Special Online Presentation explaining Structure Notes:

You are invited to a Zoom meeting. 

When: Jan 30, 2023, 12:00 PM Eastern Time

Register in advance for this meeting:


After registering, you will receive a confirmation email containing information about joining the meeting.