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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...