Issue #148

News and Events

In This Issue:

• April is Credit Education Month
• FSA is Moving!
• Spring Cleaning Printable Checklist
• Friday, April 18th: Office Closure (Good Friday)
• Monday, May 19th: New Office Address
• Monday May 26th: Office Closure (Memorial Day)
• LPL Market Research

Hello Marion,

April is Financial Literacy Month, a time to focus on the importance of understanding and managing personal finances. This month serves as a reminder that financial knowledge is essential for making informed decisions about saving, investing, budgeting, and planning for the future.

Whether you're just starting out or looking to improve your financial skills, Financial Literacy Month offers an opportunity to enhance your financial well-being and empower yourself to make smarter choices with your money. Through education, resources, and conversations, we can work toward a more financially informed society, where everyone has the tools they need to achieve their financial goals.

Here are some valuable financial literacy resources that can help individuals improve their financial knowledge and make better financial decisions:

As always, if you have any questions, please don't hesitate to contact us.

Financial Steward Associates

Spring is the perfect time to refresh your home, and a room-by-room approach keeps it simple. This printable checklist from the Taste of Home magazine will help you declutter, deep-clean, and organize each space for a fresher, more inviting season ahead!

Who To Contact

Marion Steward, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Heather Williams, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Ned Meloni, CFP® CRPC®

for comprehensive Financial Planning, support with financial strategies and investment advice

Sid Smith, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Harmony Dunnick  - Senior Client Service Associate

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

Christina Boykin - Operations and Office Manager

for answers on general information, special events and scheduling a meeting with an advisor  

Not sure who to contact? Email us at our general mailbox and we will direct you!

financial.steward@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.