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Life Planning Partners, Inc.
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Carolyn's Blog:

"The Quest for Simplicity" 

  

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Carolyn McClanahan, M.D., CFP 

Tim Utecht, CFA

 

Carrie Jones, CFP 

   

Krissy Di Candia 

Your Portal is Getting an Upgrade!

You can expect to see a few changes to your client portal later this month, including:
  
  • An intuitive user interface and modern, easy-to-navigate design.
  • Enhanced functionality and features that deliver a personalized and engaging experience.
 
You won't have to change anything you do normally - no new login or website - you'll just see a new interface and better functionality.
  
Plus throughout the next few months, you'll see:
  
  • Visually prioritize your most important financial goals, create interactive "what-if" scenarios, and personalize with your own pictures using Goal Planning.
  • Stay on top of your financial to-do list with client tasking.
 
We're looking forward to starting spring with an even more collaborative experience for you.
 
Beware of New Tax Scam
 
The IRS mails millions of notices and letters to taxpayers each year. Recently we heard of a new scam where people receive letters that look like they are from the IRS and they are asked to send in documentation. The letters had the IRS logo and seemed very real. Here are a few tips should you receive a letter from the IRS:
  • Google the address and/or phone number listed on the letter to see if it is listed on the irs.gov site.
  • Does the letter ask you to send in tax information? The IRS will NOT ask you for a copy of your return.
  • We are happy to look into any request you receive from the IRS. Just forward it to us.
For more information regarding IRS scams visit: https://www.irs.gov/uac/Tax-Scams-Consumer-Alerts

Come Party With Us!
 
Watch your mail for your Termite Survival Party invitation, going out soon. The date is April 30th and we are looking forward to enjoying your company and showing you the *almost* new house.
 
As always, please call or email with your questions regarding the portal or with anything on your mind!

Life Planning Partners, Inc. | 6550 St. Augustine Road | Jacksonville | FL | 32217