We're nearing the end of the year, but it's not quite over yet! Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years.

Here’s some of what we discuss in this episode:

• Regularly reassessing and rebalancing investment portfolios

To get in touch with Mike, visit our website: http://principalpreservationservices.com