The Good Life | June 2020
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As May has come to a close we continue to have all our staff work from home and remote operations are going well. To safeguard the health and well-being of all, client meetings will continue to be held via phone or online until Monday, June 8. After Monday clients will continue to have a choice to meet via phone, online,
or in person.
We are looking forward to seeing all of you face to face this month!
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Union County Women in Business
Megan McCarthy Collins, CFP®
Megan was recently spotlighted in a feature on Women in Business where she shared some of her thoughts about being a CFP® professional. "
Many Financial Advisors are male. My experience in collegiate female leadership organizations gave me confidence to not only enter this industry but seek additional opportunities. I have been fortunate to work with enterprises that valued diversity and inclusion.
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5 Ways Retirement Planning Is Different for Women
For such an important aspect of clients’ financial plans, retirement planning is far too often overlooked or underprioritized. Making this mistake can be detrimental, particularly to women, who face different obstacles and circumstances than their male counterparts do, which can significantly affect their quality of life in retirement. To help position your female clients for a more financially secure future, it is vital to be aware of what makes retirement planning so different for women and the best course of action to take to address the challenges they face.
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YouTube
What You May Have Missed
Have a plan and RETIRE READY by checking off these 13 items first.
Mark Finney, CFP®, CRPC®, AIF®, shares 10 things you can do for fun at home during the coronavirus quarantine.
Be sure to subscribe to keep up to date on what's new!
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Who Wore
It Better?
Some of our fantastic clients, with sewing skills, joined together (physically apart) to sew and donate more than 100 masks for those who may need one!
Need a mask? Contact the office to arrange pick-up.
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In May we reached out to our clients and those on social media to join us in contributing to the Cares Fund. Contributions to the fund allow board members to allocate the funds to causes and needs right here in Union County.
McCarthy & Cox pledged to match the first $2,000 of donations dollar for dollar so $2,000 raised through donations becomes $4,000 to support the community.
Through this call to action, the Cares fund raised an additional $1,770 in funds! With the matching challenge in effect the funds raised came to a grand total of $3,540!
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The Blessing Box is a place where you can leave what you can and take what you need, allowing those in need to have access to items for their family free of charge. The box is located in the atrium of our building and available Monday-Friday 8:30AM-6:00PM - it is a place to leave what you can and take what you need. If the box is full we ask that you stop by another time.
Items you can drop off for donation to those who may need them include:
- Non-Perishable Food Items (Pasta, Pasta Sauce, Canned Items)
- Baby Items (Diapers, Wipes, Formula, Baby Food)
- Bottled Water
- Personal Hygiene Items, Toilet Paper, Paper Towels
- School Supplies
Please don't leave refrigerated items. We ask that you do NOT leave items outside the green tote.
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Client Corner
Every month we want to feature a photo from one of YOU in the Client Corner. Send your family, vacation, pet, happy and encouraging photos via email and watch for your photo to be featured! This month's photo features a double rainbow that appeared after a shower.
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Don't forget to connect with us on Facebook, LinkedIn and YouTube to keep up to date on the latest information - simply click on the icons below.
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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.
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