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Happy March, 
I hope everyone has gotten around to filing their taxes (deadline is April 18). This weekend commences the 3rd round at Habitat Humanity, and it feels great to give back. It was so nice to see many of you recently, and I want to thank each of you, again, for providing me with the best clients. Have a great month.
Nick J. Russell
How does this buzz about Social Security affect me?!
If you or a loved one are 66+ years young, and have NOT filed for 
Social Security Benefits, 
the window is closing on 04/29/2016 (for certain benefits).

                                                                                                         
(Click on the photo above for more information.)
Call Nick TODAY AT 407-237-0117

Monthly Insights
Mixed stock performance in February, talk shifts to global monetary policy.
Habitat for Humanity
Nail guns, building...we did it all! See more volunteer photos on Facebook.
EVENTS
Retirement Planning Classes
If you know anyone who is currently looking for the added value of a financial advisor, I will be teaching classes at Dr. Phillips High School on March 31, April 5, April 7, and April 12, 2016. Registration required, limited seating. Request information here.

TIP OF THE MONTH
Use this  IRS Chart  to determine what free software you qualify for when it's time to file those last minute (we won't tell anyone!) taxes.
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Investment Advisor Representative offering securities and Investment Advisory Services offered through Cetera Advisors., LLC. Member FINRA, SIPC, and Registered Investment Advisor, Sunrise Wealth Advisors, Inc. and Cetera Advisors, LLC are not affiliated entities. 

All situations are different. Please consult your financial professional for information regarding your needs and suitability issues. An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities (529 Plans) before investing. More information about municipal securities is available in the issuer's official statement. The official statement should be read carefully before investing.