Personal Financial Planning
11 business days remain to file your tax return for 2019, extended to July 15, 2020. For last minute IRA contributions, please consider processing times including delivery and receipt of funds for timely deposit into your individual retirement account.
2019 IRA limit is $6,000. If age 50 or older, an additional $1,000.
Did you receive your invitation yet? We've sent out over 160 invites already and continue to look to connect with clients online. Contact us today to get started.
Below are some guides and introduction to the resources available:
You ever wonder why your accounts are not updating? Part of the reason is because we will manually enter data that we collect when a connection is not available, but read this:
We continue to monitor the changing landscape and response by the public and government in dealing with COVID-19, taking every precaution to keep our team and you safe as we determine the most appropriate time to reopen our office. Reopening is tentatively scheduled for this month but as California and rest of the U.S. saw significant increases in cases last month with no signs of abating, our timeline can change. A large part of our team is still working remotely and available to you by phone, email, and
. Also, using DocuSign to facilitate timely documentation.
As we adapt more technology into our personal and professional lives, our team understands the value a face-to-face meeting brings to the table too. Technology cannot replace that experience. Nevertheless, given the unusual time we find ourselves in currently we encourage you to explore one of the three aforementioned communication channels in order to avoid any delay if there is opportunity for productive work to be done in regards to your personal finances. And it starts with having a conversation that can be accomplished with a call.
Continue to stay healthy, practice social distancing, wash your hands often, and wear a mask when in public settings.