June 27, 2022 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 27, 2022 

This Weeks Podcast -How to Plan for Inflation in Retirement–

Are you committed to having a tax-planning conversation outside the tax season? The only way to win in the tax game is to have a How does inflation affect your retirement? We’re currently experiencing high inflation due to a number of reasons and it’s only wise to know how to plan for it in retirement.

 

This Weeks Blog –How to Plan for Inflation in Retirement–

Inflation is something everyone is dealing with right now. However, we focus on retirement planning. We want to help ease the minds of those trying to secure their retirement or those already enjoying life after work.

We’re going to be answering a lot of great questions today…