October 31, 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 October 31, 2022 

This Weeks Podcast – 3 Questions to Ask Yourself About Retirement

What questions should you be asking yourself when planning and thinking about retirement? To build a retirement-focused financial plan, you must have goals or at least have an idea of what you want your retirement to look like.


This Weeks Blog –3 Questions to Ask Yourself About Retirement

When planning for retirement, you have a lot of questions pop up. However, in our recent podcast, we had the opportunity to go through the most common questions about retirement that we receive.