August 11, 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:
Should I Take My Pension as an Annuity or Lump Sum?
Radon and Murs discuss one of the most common and important financial decisions in pension and retirement planning—whether to take a pension annuity or lump sum…
Should I Take My Pension as an Annuity or Lump Sum?
It’s a question we hear often at Peace of Mind Wealth Management. And while there isn’t a one-size-fits-all answer, understanding the options and how they fit into your overall retirement plan—can help you make a confident decision…
A Moment We Never Want to Think About, But Need to Be Prepared For
Whether you’ve recently lost a parent or are helping a loved one prepare for the future, there are important financial, legal, and logistical details that deserve careful attention. That’s why we’re sharing this thoughtful checklist:..