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 March 28, 2022 

This Weeks Podcast –Wine Down – 3 Questions on Investing In 2022

What are your burning questions about your retirement planning and the market volatility of 2022?

We’re experiencing a high inflation rate in 2022 as we try to recover from the 2020 pandemic damage and other factors. How does this situation affect your retirement portfolio? What should you do or not do?



We’d like to invite you to our upcoming presentation by noted financial professionals Becky Swansburg and Marty Ruby in an online event: $28+ Trillion of National Debt, and the Impact on Your Retirement​​​​​ National Debt Webinar with Marty and Becky.   Becky and Marty are the authors of The No-Compromise Retirement Plan and the architects of the Stonewood Reports. They will join us to discuss Index Universal Life Insurance, 2021 taxes, and steps to consider taking to reduce your tax liability to and through retirement. 

Some of the topics that we will discuss:

Changes and Strategies YOU can implement in 2021 and beyond

How to leave the most money to beneficiaries

What happens to taxes when a spouse passes away

How a new administration may impact your taxes​​​​​​​

Tax law changes that are coming in 2025​​​​​​​

America’s $28+ Trillion of National Debt and what that means for future taxes​​​​​​​

How to take advantage of current low taxes​​​​​​​

​​​​​​​Times are very limited so make sure that you reserve your spot today by clicking here: National Debt Webinar with Marty and Becky

This Weeks Blog –3 Questions for Investing Retirement Money in 2022

Investing in 2022 is scary because of one word that we’re all hearing: inflation. Today, we’ve had the pleasure of discussing how to secure your retirement through smart investments. One topic that we’ve seen come up a lot is investing retirement money.