January 3, 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 3, 2023 

This Weeks Podcast – Retirement Planning Considerations to Begin in 2023

Welcome to our very first episode of the year! Regardless of what the stock market will look like in 2023, you should consider some things in your retirement plan to still be in a good place.

It would be good to begin the year at the right place financially and in your retirement planning strategy. You also want to understand where you stand, whether you’re already in retirement or getting closer to retirement.


This Weeks Blog – Retirement Planning Considerations to Begin in 2023

We list ten items we think you should be considering, reviewing, and taking a look at as you set your 2023 goals. Learn why assessing your current financial situation will be your first step toward setting better goals for 2023.