This is my favorite time of year. The birds are singing, the tulips are blooming and the weather is warming up. The past few days have been almost summer like, actually.
We begin a whole new juggling act... golf leagues, spring sports, end of the school year, graduations and planning for the summer. It all creeps up before we know it and it is crucial again to plan. A plan will always allow you to stay ahead of the game or at least be darn close.
|What to do with that Refund Check?|
April 15th has come and gone and now we can all go back to living our lives. Now, we just sit by the computer waiting to see when that tax refund hits our bank account (unless we are waiting for it to come via snail mail). I am a true believe of treating yourself with some of that money, but it is a great opportunity to get ahead in a few different ways.
See how in 5 Smart Ways to Spend Your Tax Refund.
A Group Project for SpringWith the change of season comes a list of things "TO Do". Why not make it a group project and involve the entire family or friends. Make a list and prioritize. Choose something that can get everyone involved, make it fun and then plan a celebration when the task is completed. It's really amazing how a project can take on another light if you are not doing it all by yourself.
Try it and share your stories with us.
|Estate Planning |
Have you or your loved ones completed your estate planning. At Bridges & Coyne, they believe that education of clients and helpers is key to creating estate plans that work. Do you want to educate yourself on the process? Well, Bridges & Coyne offers Estate Planning 101 (EP 101). This class is a three-hour introduction to what it takes for an estate plan to work. It is designed to clear up common misconceptions, and to explain how basic estate planning goals can be achieved. You can take the class as one session or in two, one and a half hour sessions (EP 101A and EP 101B)
To reserve a spot in an upcoming class, contact Christine Ellsmore, Client Services Corodinator at 617-630-5700 and let them know that Luna's Concierge referred you.
May classes are:
Wednesday, May 6 - 8am - 9:30am (EP 101A)
Thursday, May 7 - 8am - 9:30am (EP 101B)
Thursday, May 28 - 9:30 - 12:30pm (EP101)
If you are interested in classes after May, please contact us (email@example.com) and we shall let you know.
Mother's Day is May 11th. Please take a moment to identify how you are going to show Mom that you appreciate all that she has done and continues to do for you. If you need ideas, please contact us.
If you are stumped, the "Gift of Time" is something that we can definitely help you with. Gift Certificates are available in all denominations.
"Mother love is the fuel that enables a normal human being to do the impossible." ~Marion C. Garretty