Have you made a New Year’s Resolution? The 10 guidelines article may help you improve your chances for succeeding. Updating your estate plan may be one of the most important things you can do for your loved ones. If you have thought about making your home “smarter,” you will want to read this summary of some of the new tech, including virtual voice assistants, thermostats, and lighting and whether they make practical and economic sense to buy. Sometimes, what we DO NOT do is as important as what we DO. Let’s resolve to never make these seven investing mistakes, especially when markets are volatile!
Help a friend or family member - tell them about our Keys to Exceptional Retirement Class!