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Greetings!
I hope you are enjoying this beautiful weather! We have a few important announcements. Starting next month you will start receiving one newsletter instead of two. We will continue to send our newsletter on the 15th. The Monthly Market Reviews and Weekly Market Updates will be posted on our website and our facebook page instead of being sent out by email at the beginning of the month.
There are only a few weeks left to file your taxes. We are booked until the 1st week of April and then only have limited availability during those last two weeks. I encourage you to call and schedule today if you are planning on us preparing your return.
It is also a great time to schedule your complimentary financial review for April and May. With tax time behind you, it is a great time to start exploring ways to reduce some of your tax burden for next year. Contact Deana at 808-2224.
Sincerely,
Krista McBeath
McBeath Tax and Financial Services
Ph. 808-2224
www.YourRetirementSource.com
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