Spring 2017 Newsletter
To our community of investors:
After the long cold winter we are all ready for some long nights and that first scent of spring. It seems that we count down for this time of year and then it flies by in the blink of an eye. This spring we all need to savor every day. Take walks. smell all the flowers in bloom, spend those long nights with family and friends. Truly enjoy every minute of the spring!
After an unusually long and very cold winter, it’s so nice to feel some warmth on your skin and hearing a few birds singing and seeing people about walking with sweaters or light jackets. That’s the signal of spring to me. As Leo Tolstoy was quoted as saying “Spring is the time of plans and projects.” Like many of us, Robin and I will be making a list of what projects we need to complete around the house. It seems we typically only finish a few of the many projects we set out to complete. We are also expecting another grandchild at the end of May. Josh (my son) and Jenelle are expecting. Little Grayson is going to have a playmate. Have a great Spring!
5 Tips to Successfully Spring Clean your Finances
- Leave the money in your former employer’s plan, if permitted;
- Roll over the assets to your new employer’s plan, if one is available and rollovers are permitted;
- Roll over to an IRA; or
- Cash out the account value
Written by Justin Sinisi
Family Financial Map
Planning a thoughtful and effective transfer of family wealth can be challenging. The worksheet included will help you create a map of your family to identify those who are most important or dependent on you. We are constantly working to help with legacy planning in our office for all of our clients. If you have not had the conversations with us already, please call to plan a time to discuss in detail to give you peace of mind and to help avoid any common mistakes.
Spring Wine Suggestions
Scott’s Wine Pick: