Issue #1 January 2017                                                                                                       
 
HAPPY NEW YEAR!
 
It is that time of year when a lot of people make their new year's resolution. I can always see the effect at my gym in January because my circuit fitness training classes double in size!  As usual, by mid-February most of the newbies (resolution makers) have left.  Why is that? 
     Instead of making a new 'resolution' this time every year, I like to think of it as my continual 'evolution'.  In order to continually evolve into whom we want to become, we must be passionate about our goals in life, commit the time, and have the proper mindset. 
      For example, I love going to my circuit fitness training. It's part of my daily life.  I believe I've been successful in my attendance partially because of the monthly financial commitment I've made. Paying dues encourages me to show up regularly for an hour at least 3 to 4 days a week. It also helps that I have competent trainers and am committed to being healthy.
      In my experience helping people with their retirement plans, I find our best clients have that same commitment to succeed.  It requires time, money, and the right mindset to secure their financial comfort.  I am passionate about adding clarity to their lives and helping them along the way as their lives evolve. 
      I thought I would share the things I plan to do this year that will help me continue to evolve into the person I want to be (keep in mind that many of these I do almost every year):
  • Add value to the things that are most important to me; my family, my clients, my friends, and my causes
  • Go to the gym at least three days a week
  • Continue to go to my improvisation class and perform 3 times annually
  • Continue to advance in my profession by continually learning new things
  • Stay involved in professional committees
  • Accept public speaking engagements at CPA, financial planning, and legal profession conferences
  • Travel to at least one new place
  • Pay for my daughter's wedding on January 21st (this is a one-time deal!)
I look forward to another successful 2017!
 
To your massive success!

January 2017  

Commonly Observed Holidays
Jan 1. New Year's Day
Jan 2. New Year's Day observed (markets closed)
Jan 16. Martin Luther King Day (markets closed)
Jan 28. Chinese New Year

Financial Dates & Observances
Jan 1. Medicare General Enrollment opens
Jan 1. Medicare Advantage Plans Disenrollment opens
Jan 17. 4Q 2016 estimated taxes due
Jan 23. Tax Season opens
Jan 31. 2017 Health insurance open enrollment ends
Jan 31. W-2s & 1099-Misc due

Business & Industry
Jan 9. Law Enforcement Appreciation Day
Jan 12. Pharmacists Day
Jan 23-28. Medical Group Practice Week
Jan 29-Feb 4. Catholic Schools Weed
Jan 30-Feb 3. Tax Identity Theft Week

Cause Observances
Blood Donor Month
Financial Wellness Month
Mentoring Month
Jan 8. War on Poverty Day
Jan 10. Cut Your Energy Costs Day
Jan 16-20. No Name Calling Week
Jan 16-20. Healthy Weight Week
Jan 27. Holocaust Memorial Day

Special Observances
Book Blitz Month
Brainteaser Month
Celebration of Life Month
Get Organized Month

Jan 1-2. College Football Bowls
Jan 6. Technology Day
Jan 9. College Football Championship
Jan 8. National Sunday Supper Day
Jan 9. Clean Off Your Desk Day
Jan 14. Dress Up Your Pet Day
Jan 15. Strawberry Ice Cream Day
Jan 16. Religious Freedom Day
Jan 20. Inauguration Day
Jan 21. Hugging Day
Jan 24. Compliment Day
Jan 26. Spouse Day
Jan 28. Data Privacy Day
Jan 29. Puzzle Day

In This Edition
Happy New Year
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? 
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  • Do I plan a loved one's care for this immediate crisis-or make a plan that includes future needs as conditions worsen? 
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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.
 
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