Financial Guides

Summer is here! And it’s time for your Summer Key Planning & Investment Deadlines reference card.

Every quarter, I like to send clients, family, and friends a reminder reference card 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 (you’ll see what I mean when you view the reference card).

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!

Download Reference Card here or by clicking the image below.