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:

The Peace of Mind Pathway – Step 1 – Your Roadmap

Radon and Murs discuss the foundational first step in their three-part Peace of Mind Pathway: The Peace of Mind Roadmap. This step is all about creating a personalized retirement roadmap to help you clearly define where you are, where you want to go, and what your journey through retirement will look like....

The Peace of Mind Pathway – Step 1 – Your Roadmap

Planning for retirement can feel overwhelming. Between income strategies, healthcare decisions, tax planning, investments, Social Security, and estate considerations, it’s easy to feel like you’re juggling too much—and risking that something important gets missed.  That’s exactly why we’ve developed the Peace of Mind Pathway™.  It’s a structured, step-by-step planning process designed to….