Broker Check

Summertime and the Deadlines Are Easy!

| June 21, 2018

Summer is here! And it's time for your Summer Key Planning & Investment Deadlines postcard.

Every quarter, I like to send clients, family, and friends a reminder postcard of all the key financial deadlines heading our way over the next three months. Fortunately, there isn't much required of us over the summer than to play golf and barbecue (see what I mean by Summer 2018 Key Financial Planning Dates.

As always, if there is ever anything you need, please don't hesitate to call or email. Otherwise, I'll see you at the beach!

Here's to a great summer.  Kind Regards, Rudy