We’re putting the finishing touches on another tax season, thanks to the IRS extending the filing deadline this year to May 17. And if you’re like most people, I’m sure you’re feeling pretty good to put 2020 in your rearview mirror.
As we get ready to celebrate Mother’s Day this Sunday, May 9, I’ve got a fun question for you: What do your mom and I have in common?
As Financial Literacy Month ends, I hope you were able to learn a few new things and apply them to your strategy.
Albert Einstein once said, “Games are the most elevated form of investigation.”
April is financial literacy month, and it’s a great coincidence that this month is also the time when many people are planting seeds in the ground, hoping for a lush summer garden and dreaming of a huge fall harvest.
The historical bull market, correction coming, beware of inflation – you may be seeing these words in headlines lately.
David M. Brenner, CLU, ChFC
CA Lic. #0801900
Alexandra Kinander, CFP®
CA Lic. #0F80681
Leilani Marques Harwood, MsPFP, MPAS® , CFP®
CA Lic. # 0G08928