NEWSLETTER ARCHIVE

February 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • LAYING THE GROUNDWORK FOR TAX SEASON
  • CALENDAR
  • WE ARE HIRING
  • 1099 INFORMATION
  • GOING PAPERLESS
  • DATA PRIVACY

January 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • 2023 FINANCIAL RESOLUTIONS
  • IMPORTANT Q1 DATES
  • THANK YOU FOR DONATING
  • SAVE THE DATE
  • KEY AGES FOR ACTION IN 2023

December 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • FOOD DRIVE UPDATE
  • IMPORTANT DATES
  • CLIENT SPOTLIGHT
  • END OF YEAR TAX SAVING MOVES

November 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • A PERPETUAL THANKSGIVING
  • IMPORTANT DATES
  • 4th ANNUAL FOOD DRIVE
  • 2023 RETIREMENT PLAN CONTRIBUTION LIMITS
  • YEAR-END GIVING STRATEGIES

October 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • THE WEALTH TRANSFER
  • 4th ANNUAL FOOD DRIVE
  • IMPORTANT DATES
  • CLIENT SPOTLIGHT
  • 4WHEN MARKETS ARE DOWN, WHAT SHOULD YOU DO ABOUT RMDs?

September 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • 529 PLANS – WHICH EDUCATION EXPENSES ARE CONSIDERED QUALIFIED?
  • JOE THE SHOW CONCERT
  • 401k INVESTING
  • WHO IS RAYMOND JAMES?
  • A BRIEF HISTORY OF LABOR DAY

August 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • IMPORTANT DATES
  • LABOR DAY WEEKEND CONCERT
  • STORY OF THE SUIT OF ARMOR
  • MAKE YOUR RETIREMENT CONTRIBUTIONS COUNT
  • 4 PRICELESS MONEY LESSONS FOR KIDS

July 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • AN ANTHEM FOR THE AGES
  • CONCERT – SAVE THE DATE
  • CLIENT SPOTLIGHT
  • COLLEGE QUESTIONS ANSWERED
  • UPDATE CONTACT INFORMATION

June 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • UPCOMING DATES
  • CONCERT – SAVE THE DATE
  • CLIENT SPOTLIGHT
  • RAYMOND JAMES CONFERENCE
  • CAREGIVING PODCAST

May 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • SHRED EVENT UPDATE
  • 5 REASONS FOR A TRUST
  • CLIENT SPOTLIGHT
  • CYBER THREAT DEFENSE
  • PARAMOUNT FAMILY UPDATE

April 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • UPCOMING SHRED EVENT
  • IMPORTANT APRIL DATES
  • CLIENT SPOTLIGHT
  • RAYMOND JAMES PODCAST

March 2022 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • CLIENT ACCESS HOW-TO VIDEOS
  • FUN FACT
  • KEY AGES TO TAKE ACTION
  • 6 THINGS TO REMEMBER WHEN MARKETS FALL
  • CLIENT SPOTLIGHT

Michigan Office

420 South Brown Street
Jackson, MI 49203

Arizona Office

2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016

Florida Office

4851 Tamiami Trail North
Suite 200
Naples, FL 34103

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