Happy Labor Day weekend! The beginning of September marks that transitioning time from summer to fall. Now is the time period I like to tell my clients to get on my calendar. Schedule a meeting with me. There are three topics that I generally like to review and discuss.
- Review Beneficiaries
- Review Roadmap and Goals for 2020
- Tax Projections
With that being said, have a great holiday weekend and let’s start the fall season off on a good note. Get on my calendar!