April 2021
Dear Clients and Friends,

It feels like Spring is finally settling in! Just around the corner is Earth Day. You're invited to celebrate with us during The Center's social media campaign (you can win prizes!). Get the details here.

Have you been trying to get a Covid vaccine, but face long waitlists? Some team members have found this link helpful: Covid-19 Vaccine Spotter

Continue reading for details on the American Rescue Plan Act, advice on how to successfully pass down wealth, and the link to download our updated Letter of Last Instruction.

Your Center Team
Ask a Question!

About finance, investments, or anything else on your mind.

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The Center’s operations during the COVID-19 pandemic

The vast majority of our team continues to work remotely, as required by state regulations. We have embraced the challenge of implementing procedures to keep our clients and team members safe and adapt to evolving health regulations while also upholding our commitment to providing consistently reliable service. We are monitoring the vaccine rollout and evolving regulations to advise any changes to this plan. In the meantime, client meetings should be held via telephone or virtually whenever possible. In person meetings may be accommodated in certain circumstances. When calling into The Center, our goal is to make it just as we were when all team members worked in the office, but this has been a process and we have been very thankful for your patience in this regard. If you do need to leave a message, please know that we are keeping a close eye on voice mailboxes and your message will be routed to the right person. Email always works great too! If you find a need to drop something off at our office, please let us know in advance so we can be sure someone is there to greet you. We remain very grateful for your flexibility and patience.
Awards
America's Top Women Advisors

Forbes named our Sandy Adams, CFP® and Laurie Renchik, CFP®, MBA to their list of America's Top Women Advisors for a second year in a row.*

Advisers were selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process. Learn More
Blogs
American Rescue Plan Act of 2021 – What You Need to Know
By Robert Ingram, CFP®
Everything you need to know about the American Rescue Plan Act. The $1.9 trillion relief package was recently signed into law.
A Better Way To Pass Down Wealth To The Next Generation
By Kali Hassinger, CFP®, CDFA®
If you want to pass down your wealth successfully, it will require planning! Here are some steps to take.
How Risky Was It To Invest In Gamestop?
By Nicholas Boguth
How fearless are you? The thrill of buying Gamestop stock came with great risks.
5 Social Security Rules to Know for Maximizing Your Benefits
By Robert Ingram, CFP®
Here are some rules to keep in mind as you plan your filing strategy.
Letter Of Last Instruction: A Helpful Factbook For Your Family
By Josh Bitel, CFP®
It's an organized way for you to give your family all the facts about your finances. Click the link for our recently updated document.
A Top Issue Financial Planning Clients Are Facing Due To The Pandemic
By Sandy Adams, CFP®
When the health of ourselves and the ones we love is threatened, it sparks the reevaluation of our top priorities.
In The News
Bloomberg Business
The Center is quoted

AARP
Sandy Adams, CFP® is quoted
 
Legal Zoom
Sandy Adams, CFP® is quoted

Snapshots
O'Laughlin Passes CFP Exam
Congratulations to Client Service Specialist Andrew O'Laughlin for passing the CFP exam. It's a vigorous test with a 62% pass rate. We are very excited for you Andrew, well deserved!
Chope Passes Series 7 Exam
Congratulations to Client Service Associate Raya Chope for passing the Series 7 exam! It measures a candidate's knowledge needed to perform the critical functions of a general securities representative.
Hassinger Earns CSRIC
Congratulations to Financial Adviser Kali Hassinger, CFP®, CDFA® for earning the CSRIC certification. Kali is now a Chartered SRI Counselor meaning she can give advice on socially responsible investing.
Annual Disclosure
Each year we are required to provide important disclosure notices to clients.
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Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900
*The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.