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:

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:

Risk Management Is More Than Investments

Radon and Murs discuss why risk management in retirement planning goes far beyond just investment risk. While markets and portfolios often dominate the conversation, there are multiple retirement planning risks that can derail even the most well-thought-out plan. From income risk and tax planning risk to estate planning risk, liability risk, and the challenges of long-term care planning, this episode expands your perspective on what it truly takes to secure your retirement….

Risk Management Is More Than Investments

Investment risk is what most people think about first, market ups and downs and how a portfolio is positioned. There have been people we’ve met that spend a lot of time adjusting investments but haven’t looked closely at how those investments connect to income, taxes, or long-term needs. When markets move, the focus goes to performance, even though other parts of the plan may have a bigger impact over time. A well-structured plan still manages investment risk. It also connects those investments to how the rest of your retirement works...