Issue #11 November, 2016                                                                                                       
Fall is in full swing and change is in the air; for some that means the leaves are changing colors, for others it means there is finally a break in the heat, and for all of us it means the election season is drawing to a close! Here at Concierge Financial we are also going through some change. We are excited to welcome a new partner into our team, Robin Delaney, and her assistant, Diana Perez. They will be joining us in our NEW Tampa location.
 
Yes, we are moving just a few doors down the hall into Suite 320.   Our new suite will give us some much-needed additional room and we think you'll love the space. The architects that renovated this historic building originally occupied it and they definitely gave it an architect's touch. We plan to have an open house as soon as we get settled in, so keep a lookout for an announcement on the date.
 
Due to all of our recent transition, we are not going to host our December Art Uncorked event this year. However, we will be having additional, more intimate, gatherings throughout the year. We are also already thinking of fresh ideas for the event in 2017!
 
We wish everyone a Happy Thanksgiving and want all of you to know how much we are thankful to have you as our clients and friends.
 
To your massive success!
 
 
November 2016
 
Commonly Observed Holidays
Nov 6. Daylight Savings Time ends
Nov 11. Veterans Day
Nov 11. Remembrance Day (CA)
Nov 24. Thanksgiving Day (markets closed)
Nov 25. Markets close at 1 p.m.ET
 
Financial Dates & Deadlines
Nov 30. Last day for doubling
 up to avoid wash sale rule
 
Business & Industry
Military Family Appreciation Month
Entrepreneurship Month
 
Nov 4. Love Your Lawyer Day
Nov 10. Marine Corps Birthday
Nov 13-19. Nurse Practitioners Week
Nov 14. Operating Room Nurse Day
Nov 26. Small Business Saturday

 
Cause Observances Adoption Month
 Alzheimer's Month American Diabetes Month
American Indian Heritage Month
Family Caregivers Month
Lung Cancer Awareness Month
  
Nov 1. Family Caregiver Day
Nov 15. Philanthropy Day
Nov 17. Great American Smoke out
Nov 20. Child Day(CA)

Special Observances
Long-Term Care Awareness Month
Vegan Month
 
Nov 1. Dia de los Muertos (Day of the Dead)
Nov 3. Men Make Dinner Day
Nov 6-7. NYC Marathon
Nov 8. Presidential Election Day
Nov 15. America Recycles Day
Nov 20-26. Family Week
Nov 25. Black Friday
Nov 28. Cyber Monday
Nov 29. Square Dancing Day
Nov 30. Computer Security Day
In This Edition
November 2016, Key Dates
Bill's book "It wasn't on my calendar."

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"It wasn't on my calendar. "
 

 


 Most people do not plan for a medical, mental or aging crisis for a parent-or themselves, and if such a crisis is not on your calendar, prepare now. None of us know what we don't know, and when a loved one's health and/or mind are failing, this is no time to have a crash-course in learning. 
 

  • Who do I turn to for advice? 
  • What kind of questions do I ask?
  • Do I plan a loved one's care for this immediate crisis-or make a plan that includes future needs as conditions worsen? 
  • How do I respond to the many needs: place to live (kinds of facilities), care (who provides and what kinds), costs (and how to pay them), and advisors (finding the right people to handle finances and elder planning).  
If you have more questions than answers, this first-hand guidebook, written by a CPA/ financial planner about his dad's situation, will provide answers. Now you will be able to deal with your own situation with more knowledge and focus.

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The information provided in this newsletter is educational in nature and is not intended to be construed as, legal, tax or investment advice and does not necessarily represent the views of the presenting party. Specific federal and state laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Material presented is believed to be from reliable sources, but its accuracy is not guaranteed. If additional information is needed, the reader is advised to seek professional services.
 
Registered Representative and Investment Adviser Representative of and securities offered through Signator Investors, Inc. Member FINRA, SIPC, and an SEC Registered Investment Adviser
 
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