March 2024 – Newsletter
Luxury, Status, and Performance – The New Lure of Electric Vehicles
Traditionally, electric car buyers have been primarily drawn to their eco-friendly attributes. However, others are enticed by the prestige and luxury they offer. For them, owning an electric car symbolizes status and sophistication, aligning with the desire for cutting-edge technology, performance, and an upscale lifestyle.
WHAT YOU’LL FIND INSIDE:
- ELECTRIC VEHICLES
- CALENDAR
- CLIENT SPOTLIGHT
- PAPER SHREDDING EVENT
- TEXTING REMINDER
- MAKING LONG-TERM CARE DECISIONS
Calendar
March 10 – Daylight saving time begins. “Spring forward” one hour.
March 15 – Final day for Raymond James to mail any original 1099s and continued amended 1099s as needed.
March 29 – Financial Markets closed for Good Friday. Paramount office will be open 8:00 am – 1:00 pm.
April 15 – Last day to contribute to traditional and Roth IRAs or health savings accounts for 2023.
April 15 – Tax day – deadline to file your 2023 tax return and pay taxes or request an extension. First quarter estimated tax payments due, if required.
May 10 -Paper Shred Event 11:30 am – 1:30 pm at our office in Jackson, MI
Client Spotlight –
Anne Parker, Chef and Entrepreneur
Anne determined her passion was cooking and enrolled in a one year culinary program at Les Cheneaux Culinary School in Michigan’s Upper Peninsula. After completion, she opened a private catering business, focusing on healthy, farm to table cooking. Living in “The UP” has given her some unique culinary opportunities. She has catered excursions for a kayak outfitter and is a private chef for a family from Cincinnati that summers on a private island in Lake Huron.
Now, Anne is embarking on an exciting new culinary adventure! Two years ago, she purchased a Food Truck, and is planning a Grand Opening this spring. She purchased property to stage the Food Truck that is strategically located by the ferry line to Drummand Island. Drummand Island is the second largest freshwater island in the US and is a playground for boaters, golfers, bird watchers, hunters, and fisherman. It also boasts over 100 miles of off-road trails. Anne’s goal is to open the Food Truck before a huge Jeep rally, “The Mac” the second week in May.
When she isn’t cooking, Anne cares for her 26 chickens and 3 dogs. In the summer months she loves to work in her garden and in the winter is on Ski Patrol at Boyne Mountain. She lives in Cedarville, Michigan with her partner, Jeff.
Paper Shredding Event
Paramount Wealth is hosting our 3rd annual Shred Event, exclusively for our cients.
Do you have important documents with personal information that you want to safely dispose of? Bring them to our Paper Shredding Event on Friday, May 10 between 11:30 am and 1:30 pm.
The Shred Truck will be in the parking lot of our office located at 420 South Brown Street in Jackson. Stop by anytime between 11:30 am and 1:30 pm and enjoy FREE paper shredding on us!
- No need to remove staples
- Cardboard like file folders and the back of a checkbook can be shredded
- No cardboard boxes
- All shredding is recycled
Texting Reminder
Thank you for understanding.
Like and Follow us on Social Media
Making Long-Term Care Decisions – Questions to Consider As You Plan
Click the button below for some questions to ask yourself as you consider your long-term care plan.
The Paramount Wealth Management Team
The Paramount Wealth Management Team
420 South Brown Street
Jackson, MI 49203
517-787-4444
517-795-2530 (F)
www.paramountwealth.com
Don Hershberger CFP®, AIF®, CRC®, Founder and President, PWM, was named on the 2023 Forbes Top Wealth Advisor Best-in-State list. 2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
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