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:

The ROUTE to Retirement – A Complete Evaluation of Your Retirement Plan

Radon and Murs discuss what really happens during an evaluation appointment, the first Financial Advisor Meeting most people have when they start exploring what it actually takes to plan for retirement. They break down the five critical areas that determine Retirement Success, known as the ROUTE to Retirement: Retirement Risk Management, Retirement Income Planning, Medicare Planning and Long-Term Care Planning under one unified healthcare umbrella, Retirement Tax Planning, and Estate Planning.

The ROUTE to Retirement – A Complete Evaluation of Your Retirement Plan

“On a scale of one to ten, if the market dropped 30 percent tomorrow, how would you feel about your portfolio?” 

At Peace of Mind Wealth Management, that’s the opener. Not “tell me about your accounts.” Not “walk me through your holdings.” Just that one question, and you’re either an eight, a nine, or a ten (the scale doesn’t include seven, because seven doesn’t tell you anything), meaning you know exactly what your money will do and you’d sleep fine either way. Or you’re a six or below, which means somewhere underneath the spreadsheet, there’s a knot of stress you haven’t fully smoothed out.