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Friday, October 1, 2021

AUTUMN 2021 Let’s talk about Roth (conversion) Autumn is already here, and before you know it the year will be coming to a close. As you know, we have until 12/31 for Roth conversions. Roth conversions differ from contributions...

 

Friday, July 30, 2021

Summer 2021 It’s summertime and the livin’ is easy. With places reopening, we all feel like we’ve emerged from hibernation. And there’s lots of news! As you know, Nancy worked hard in the last year and a half to...

 

Friday, March 19, 2021

Greetings, everyone! You probably all saw the St. Patty's Day news, but if you didn't, the IRS and the Treasury extended the tax filing deadline for individuals to May 17, 2021. This applies to federal 2020 tax returns only. I am...

 

Friday, February 26, 2021

Déjà vu It’s a new year – or is it? As of this writing, we are nearly twelve months into lockdown, you may very well have received a second round of stimulus payments, and the stock market ended the year on...

 

Monday, November 23, 2020

HOLIDAY 2020 Happy Thanksgiving and Seasons Greetings, everyone! Hoping this newsletter finds you and your loved ones healthy and safe. I am very excited to introduce you to two new team members: Rheagan Scribner and Harold Heintz....

 

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Friday, September 18, 2020

AUTUMN 2020 I hope this letter finds you and your loved ones well, whether you are self-isolating or going into work, or just spending your days waiting for 2020 finally to end. I’ve been getting questions lately around a wide...

 

Wednesday, July 1, 2020

SUMMER 2020 Happy summer, everyone! It's been a busy year for email notifications, newsletters and mailings. In the coming weeks you'll be receiving yet another mailing from our broker-dealer. The SEC has adopted a "best interest"...

 

Friday, May 29, 2020

A NOTE FROM RACHEL SPRING 2020 Happy spring, everyone! 2020 is proving to be an unusual year, but it is letting us flex our digital muscles and demonstrate our ability to adapt. (Who would have thought the name flexfinancialplanning...