Issue #135

News and Events

Updates:

LPL Weekly Commentary
Office Closed February 19th (Presidents Day)

Reminders:

FSA Contact Information
Tax Deadline
January 1 - March 31: Our annual scholarship program is now accepting applications. Download or share an application here.

Spotlight

Tax Deadline Reminders
Special Feature: Maggie Lena Walker

Hello Marion,

Welcome back to the latest edition of our February newsletter!

As we gear up for the approaching tax season, this issue is dedicated to equipping you with essential insights and strategies to navigate the financial landscape. Dive into the world of tax planning with us as we explore crucial aspects to ensure you are well-prepared for the upcoming deadlines.

Additionally, we've curated inspiration from an influential Black finance leader in honor of Black History Month, providing a unique perspective on financial success.

Join us in unlocking the keys to fiscal empowerment and charting a course towards your financial goals.

Financial Steward Associates

"If more of us valued food and cheer and song above hoarded gold, it would be a merrier world."

J.R.R. Tolkien, The Hobbit

Important Dates:

February 19th - Office Closed - Presidents Day

Reminders:

Financial Steward Associates 2024 Scholarship Program

Our annual scholarship program highlights our belief in nurturing future leaders and investing in education. This scholarship is open to all high school seniors, so please forward this opportunity to the soon-to-be graduates in your life.

Weekly Commentary:

As Market Glides Higher, Mind the Tips of Your Skis

Weekly Market Commentary: Will the January Barometer Come Through?

Market Signals podcast: Good News May Actually Be Good News for Stocks

Tax Deadline Reminder:

Stay ahead of the curve by marking your calendar with the crucial tax deadlines approaching on the horizon. Be sure to keep these key dates in mind to ensure a seamless filing process:

Individual Income Tax Returns (Form 1040): The deadline is usually April 15th. If April 15th falls on a weekend or holiday, the deadline is extended to the next business day.

LPL mails 1099 Consolidated Tax Statements to our clients between January and March on a weekly basis. LPL does this to minimize the need to file corrected tax forms. You can view copies of all tax forms by accessing your Account View.

Estimated Quarterly Tax Payments: For those who make quarterly estimated tax payments, the due dates are generally April 15th, June 15th, September 15th, and January 15th of the following year.

The IRS reminds taxpayers the deadline to file a 2023 tax return and pay any tax owed is Monday, April 15, 2024. Taxpayers living in Maine or Massachusetts have until April 17, 2024, due to the Patriot’s Day and Emancipation Day holidays. If a taxpayer resides in a federally declared disaster area, they may have additional time to file.

Maggie Lena Walkers Pioneering Legacy in Finance

In recognition of Black History Month, we highlight the significant contributions of accomplished individuals in finance. In this edition, we focus on the remarkable achievements of Maggie Lena Walker, a trailblazer in the financial industry.

Who To Contact

Marion Steward, CFP®

with questions about your investments and Financial Planning requests

Heather Williams, CFP®

with questions about your investments and Financial Planning requests

Mo Moosavi

to answers on general information and our special events

Sid Smith

to pass on Financial Planning requests and meeting follow ups with an advisor

Harmony Dunnick

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

Alex Dunnick

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

Don't forget we also have a general email box.

financial.steward@lpl.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Financial Steward Associates, a registered investment advisor and separate entity from LPL Financial.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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Financial Steward Associates

303-444-5440

fax 303-444-6049

www.financialstewardassociates.com

financial.steward@lpl.com

Jackson, Lincoln Financial, Pacific Life, Prudential, Financial Steward Associates and LPL Financial are separate entities.