Spring Into the 2nd Quarter

Spring is coming! I know this because it's time to send you the new Spring Key Planning & Investment Deadlines reference.

Every quarter, I like to send clients, family, and friends a reminder reference of all the key financial deadlines heading our way over the next three months. Of course, there is the April 15^th tax deadline this quarter, but there are a number of other drop-dead dates that you'll see, too.

Look for your Spring reference below. There's nothing you need to do unless it reminds you of something we should discuss – then please call me!

As always, if there is anything you need, please don't hesitate to get in touch.

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