June 26, 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 June 26, 2023

This Week’s Podcast – What To Consider If Your Spouse Has Passed Away After Retirement.

Listen in to learn the importance of knowing how much you’re spending, where that money comes from, and what changes will happen after a spouse’s death. You will also learn the importance of getting an attorney to help you through the probate process if your deceased spouse didn’t have a will executor.

We explain how to approach cash flow, estate settlement, insurance, tax, and investment and assets issues…

 

This Week’s Blog – What To Consider If Your Spouse Has Passed Away.

Losing a spouse – or any loved one – is not something that people want to think about. However, we know from experience that our clients are not in the headspace to know exactly what to do if their spouse passes away.

Getting things in order today is going to be much easier than “figuring it out” in a worst-case scenario.

We’ve created a checklist….