November 7, 2022 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 November 7, 2022 

This Week’s Podcast – Having a Fun Fund in Retirement

Have you ever thought about incorporating a fun fund into your retirement spending plan? How realistic is it to do the fun things you want to do and for the time you want to do them after retirement?


This Weeks Blog -Having a Fun Fund in Retirement

Retirement is a major milestone, and there is something we highly recommend for all of our clients: a fun fund. You work hard, and you should work through retirement with some fun in mind.

After all, what are you working so hard to secure your retirement for if you’re not having fun?