June 2021 Client Newsletter
As we mentioned in our May Client Newsletter, we are committed to you, our clients, to make this transition go as smoothly as possible, but Please expect some potential issues as we work through this.
The FAFSA Filing Deadline Is Approaching. Is Your Paperwork in Order?
The deadline for filing your FAFSA is June 30, 2021. If you have yet to complete this form for the 2021-2022 school year, follow these 5 steps.
Where Does the Travel Industry Stand as Summer 2021 Kicks Off?
It's officially time to say hello to Summer. If you're planning to travel soon, then understanding the current travel market will prove helpful. Here is a quick breakdown of the travel industry's condition.
International vs. Global Funds: Investors Need to Know the Difference
International and global mutual funds offer investors access to markets outside of the United States. But what's the difference between these two funds? Read on to find out and learn the advantages of each.
How to Estimate What Your Social Security Payments Will Be
You've imagined your dream retirement, but how can you know if you’ll be able to afford it? Estimating your Social Security benefits is an important component to any retirement plan.
May 2021 Client Newsletter
As we previously communicated, Voya Financial has sold Voya Financial Advisors (VFA) to Cetera Networks, an Independent Broker Dealer. The change should take place on or around June 10th of 2021 and does not have any impact on our relationship with you, how we run our business, or our commitment to you, our clients.
