July 2021 Client Newsletter
From Voya to Cetera this months client newsletter details updates and reminders. What is AdviceWorks and how to access your accounts online.
Studies Suggest Womens' Lack of Financial Confidence Is Affecting Their Investments. Here Are 5 Ways to Financially Empower Yourself (Or a Woman in Your Life)
Recent studies suggest women lack financial confidence. Empower the women in your life using these 5 tips.
2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup
Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.
RMDs For 2021: Here's What's Changing
Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.
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.
