November 2023 – Newsletter
Giving Thanks
WHAT YOU’LL FIND INSIDE:
- GIVING THANKS
- CALENDAR
- 5th ANNUAL FOOD DRIVE
- CLIENT SPOTLIGHT
- YEAR-END DEADLINES
- CYBERSECURITY EVENT RECAP
Calendar
Nov 23 – Paramount office and financial markets closed for Thanksgiving
Nov 24 – Paramount office closed for the Thanksgiving holiday
Nov 27 – Dec 1 – Food Drive to support the Jackson Community Food Pantry
December 25 – Paramount office and financial markets closed for Christmas
Jan 1 – Paramount office and financial markets closed for the New Year holiday
Jan 2 – Paramount office will be closed 1:00 pm – 5:00 pm for a staff holiday celebration
5th Annual Food Drive
Paramount Wealth is supporting the Jackson Community Food Pantry again this holiday season with our 5th annual Food Drive
Bring non-perishable items to our office at 420 South Brown Street in Jackson between November 27 – December 1.
Paramount Wealth will double your efforts by matching the total non-perishable donations that are dropped off at our office.
“We make a living by what we get. We make a life by what we give”. Winston Churchill
Client Spotlight – Carolyn Bloodworth
On October 11, the Jackson Community Foundation announced the creation of the Carolyn A. Bloodworth Legacy Fund. The initial gift of $5,000 was given by the Consumers Energy Foundation in honor of Carolyn’s recent retirement. The Fund will strengthen and build the Jackson community through grantmaking to local charitable causes and students in Jackson County.
Carolyn retired after 42 years at Consumers Energy, the last 30 years as Executive Director of Corporate Giving. Her work included corporate philanthropy and coordination of various community relations activities, including volunteer engagement. Last year, Consumers Energy and the Consumers Energy Foundation gave eighteen and a half million dollars, focusing on people, the planet, and prosperity.
Carolyn is looking forward to spending more time in retirement with friends and family, especially her new baby granddaughter. She is also committed to raising funds to make sure the Carolyn A. Bloodworth Legacy Fund has the resources needed to be able to support the Jackson community.
If you would like to donate, go to https://www.jacksoncf.org/donate and type “Carolyn A. Bloodworth Legacy Fund” in the description box or mail in donation to 100 S. Jackson St., Suite 200, Jackson, MI 49201.
Year-End Deadlines for Donor Advised Funds
If you plan on making year-end contributions to a Donor Advised Fund, make sure you are aware of these key deadlines.
Contributions into Donar Advised Fund
- November 24 – for non-networked mutual funds
- November 24 – for securities held outside Raymond James
- December 8 – for networked mutual funds
- December 15 – for securities held at Raymond James
- December 15 – for wire transfers
- December 30 (Saturday) – checks postmarked by
Grants out of Donor Advised Fund
- December 15 – final day to submit grant reuests with reasonable expectation the check will distribute to the charity for the 2023 calendar year
Did You Know…
Client Access Single-Sign-On to your Donor Advised Fund
If you have a Client Access account, we can add a “View my Donor Advised Fund” button to your homepage so you can easily get into your Donor Advised Fund account with one click and without entering an additional username or password. Call Krystal in our office if you would like to turn on this feature. 517-787-4444.
Cyber Security Event Recap
Thanks to everyone who attended our Cybersecurity event. Jessica Rice, the Business Information Security Lead for Raymond James’ Private Client Group, spoke to us about ways to keep ourselves safe from hackers and what Raymond James is doing to keep our accounts safe.
Here are a few key takeaways…
- Use two-factor authentication
- Have strong passwords
- Avoid reusing passwords
- Do not click on links in emails
- Do not give out private information to anyone that contacts you. Always go to a known website, log-in to your account, or call a known phone number from your statement instead.
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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/best-in-state-wealth-advisors for more info.
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