4 Tips to Maximize Social Security Benefits

"Money is a tool, not the goal. Freedom is the goal. Don’t forget that.”

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Hi ! The race is on. With only 6 weeks to go, we are hopping around like the Easter Bunny around here! Well, the coffee is probably contributing to that too, but you get the idea! Again, we have a little bit of housekeeping as we make our way through tax season!

Smart Vault – please make sure you can log in and upload the documents. Once you do, please shoot us a quick email to let us know when you have uploaded everything!
We installed a mail slot for the office. The mail slot is to the right of the front door! So, if you need to drop papers off after hours, please do so. We will email you to confirm that we received the info.
2020 Tax Organizers have been uploaded in Smart Vault. Please make sure you go through the questions on Page 2 & 3! Stimulus payments? Cryptocurrency? Foreign bank accounts? COVID related unemployment and retirement withdrawals? PPP funds? etc.

Lots of changes the past year – we are doing everything we can to keep everyone in the loop! And as always, thank you for the nice notes, kind words, and referrals! Appreciated beyond words! OK, back to it!