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We provide our clients with periodic emails highlighting financial planning opportunities. By communicating broadly with our clients, we provide information that may be relevant to a loved one, even if the actions are not applicable to them.

These emails complement the personalized communications we have with our clients.

Below you will find some sample emails:

January 2020 – Secure Act Changes

As we welcome 2020, we are met with a new law, the Secure Act (Setting Every Community Up for Retirement Enhancement Act), which includes some important updates.

October 2019 – Planning for 2020

Early November is a good time to do some financial housekeeping and planning for 2020.

March 2019 – Tax Considerations for Charitable Giving

As the 2018 tax season begins to wind down, you may want to consider tax strategies that could save you money in 2019 and beyond.

April 2018 – Financial Tips Following Tax Season

A few things you may want to do for tax planning purposes or more generally for your financial health.