March 3, 2025 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 March 3, 2025

Considering Retirement Planning Goals

Radon and Murs discuss the essential aspects of setting your retirement planning goals to ensure you’re not only prepared but also confident in your transition into retirement. Whether you are five to ten years out or already retired, having a clear retirement planning checklist is crucial to help you address areas like financial goal planning, lifestyle desires, and family considerations. …..  

Considering Retirement Planning Goals

Retirement is a major milestone in life, and whether you are five to ten years away or already in retirement, having clear retirement planning goals is crucial. It’s not just about when you retire but also how you want to live during retirement. In this article, we will explore various retirement planning checklist items to help you prepare for the next phase of life……