NEWSLETTER ARCHIVE
JULY 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- INDEPENDENCE DAY
- CALENDAR
- CLIENT SPOTLIGHT
- BOOK SIGNING
- AI IN DIGITAL ADVERTISING
JUNE 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- #1 AMAZON BEST SELLING BOOK
- CALENDAR
- CLIENT SPOTLIGHT
- GENEROUS ESTATE & GIFT TAX EXEMPTIONS MAY END SOON
- REMINDER TO LOGIN
MAY 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- FORBES BEST IN STATE AWARD
- CALENDAR
- PAPER SHREDDING EVENT
- CLIENT SPOTLIGHT
- TRAVEL SECURELY
APRIL 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- SCAMS EVERY SENIOR SHOULD KNOW ABOUT
- DON’S NEW BOOK
- CALENDAR
- CLIENT SPOTLIGHT
- PAPER SHREDDING EVENT
MARCH 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- DON’T ALLOW BOREDOM IN RETIREMENT
- CALENDAR
- CLIENT SPOTLIGHT
- PAPER SHREDDING EVENT
- TEXTING REMINDER
FEBRUARY 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- ANNUAL LETTER FROM DON
- CALENDAR
- CLIENT SPOTLIGHT
- GIVING WELL
- THANK YOU!
JANUARY 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- FAMILY VACATIONS REIMAGINED
- CALENDAR
- 12 WISHES FOR THE NEW YEAR
- 1099s
- MORE THAN FORGETFULNESS – HAVING THE IMPORTANT CONVERSATIONS
DECEMBER 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- CALENDAR
- CHAIRMAN’S COUNCIL AWARD
- FOOD DRIVE UPDATE
- IT’S A GIRL!
- CYBER SECURITY WEBINAR LINK
- YEAR-END DEADLINES
NOVEMBER 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- THANK YOU VETERANS
- CALENDAR
- FOOD DRIVE / OPEN HOUSE
- CYBER SECURITY WEBINAR
- ELECTION FINAL STRETCH
- YEAR-END DEADLINES
- BIGGEST TREND IN LUXURY TRAVEL
OCTOBER 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- SIDESTEPPING SCAMMERS
- CALENDAR
- FOOD DRIVE / OPEN HOUSE
- CLIENT SPOTLIGHT
- MEDICARE DECISIONS
- ROOF UPDATE
SEPTEMBER 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- LUXURY AMENITIES
- CALENDAR
- CLIENT SPOTLIGHT
- MID-RETIREMENT CHECK-IN
- FUN FACT
AUGUST 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- ARE YOUR IMPORTANT DOCUMENTS SECURE AND ACCESSIBLE?
- CALENDAR
- GIFT TAX EXEMPTION REDUCTION?
- FUN FACT