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 31, 2022
This Weeks Podcast -6 Considerations for Your Estate Plan–
When it comes to estate planning, some things are essential and required at all times to simplify the process for your family when you’re no longer here.
Learn the purpose of having the durable and healthcare power of attorneys to make things simpler for your family in case you become incapacitated.
This Weeks Blog –6 Considerations for Your Estate Plan–
Have you thought about your estate plan? If not, it’s a crucial element of retirement planning because it dictates how you’ll save and plan for the future. And even if you already have an estate plan in place, it can and will adapt and change over time.