May 19, 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 May 19, 2025

The Peace of Mind Pathway – Step 2 – Implementation

Radon and Murs discuss the second step in the Peace of Mind Pathway—Implementation. This is where the planning becomes reality. After building your personalized retirement roadmap, it’s time to put your financial planning for retirement into motion. ...

The Peace of Mind Pathway – Step 2 – Implementation

In The Peace of Mind Pathway™: Your Roadmap , we laid the foundation. We got to know your goals. We clarified your income needs, investments, taxes, and healthcare decisions. Now, it’s time to bring that plan to life—with care, clarity, and coordination. That’s where Implementation, the second phase of our Peace of Mind Pathway™, comes in…