Issue #7 July 2017                                                                                                       
INDEPENDENCE
 
Once again, Americans will celebrate July 4th, our declaration of independence from Great Britain. We all will probably do the same things; enjoy time with our family, eat a lot of fattening food, and watch fireworks.
 
I never take my freedom for granted. I have the freedom to be a financial advisor. I did this so I could help my clients achieve financial security and manage their ever-changing lives.
 
There will be a major change for my family this July 4th, since two of my daughters are moving to New York City. One is going to Physician Assistant School, and one for a new job. My kids are expressing their freedom and independence. I have shared this experience with many of you. I know how proud we are of our kids when they make this type of change but it's also sad at the same time. This July 4th is a great reminder for me that freedom, independence, and change are what allow us to grow. I hope you always remember it as well.
 
Happy Independence Day!


July 2017
   
Commonly Observed Holidays
Jul 1. Canada Day (CA)
Jul 3. Independence Day half-day
 (markets close at 1 pm ET)
Jul 4. Independence Day (markets closed)

 
Financial Dates & Deadlines
Jul 31. Form 5500 due

 
Business & Industry
Independent Retailer Month
 
Jul 1. National Postal Workers Day
Jul 28. System Administrator Appreciation Day

 
Cause Observances
Black Family Month
Make a Difference to Children Month
Park and Recreation Month
Sandwich Generation Month
Jul 18. Nelson Mandela Day
Jul 20. Space Exploration Day
Jul 26. Americans With Disabilities Day


Special Observances
Family Golf Month
Grilling Month
Hot Dog Month
Picnic Month
Jul 1-23. Tour de France
Jul 3-16. Wimbledon Tennis
Jul 6. Take Your Webmaster to Lunch Day
Jul 6. Fried Chicken Day
Jul 14. Collector Car Appreciation Day
Jul 19-23. Comic Con
Jul 23. Gorgeous Grandma Day
Jul 23. Parents Day
Jul 24. Tequila Day
Jul 25. Hot Fudge Sundae Day
Jul 28. Talk in an Elevator Day
Jul 29. National Dance Day




 

In This Edition
Valuable Links
July 2017, 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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