Broker Check

Your Financial Planner-September

       Your Financial Checklist

       Your Financial Checklist

September is here and schools may be starting up, in some form or other and fall will be upon us soon.

Although this has been an unusual year for financial planning consider these ideas:

  • Open a 529 college-savings plan. Contributions to a 529 grow tax-free and withdrawals aren't taxed if used for qualified expenses such as tuition, room and board, books computers. Talk to your Adviser at Intelligent Investment Management about the ins and outs of opening a 529 College Savings Plan.
  • Go over your monthly statements from TD Ameritrade Institutional. If you have questions, please feel free to contact Intelligent Investment Management at (970) 403-1234.
  • Prioritize your advance planning documents. Do you have an up to date will? A durable Financial Power of Attorney designated? Beneficiaries listed on all your accounts? Contact your Advisor at Intelligent Investment Management to talk you through creating and/or updating all of these necessary documents. 
  • Winterize your home. Prepare for colder weather by tuning up your heating system, caulking around windows and doorways, draining your exterior faucets and reversing your ceiling fans. By preparing your home for chillier weather, you'll be saving on heating and other utility costs associated with the season.

Make an appointment to talk to your adviser here

September Happenings

What Labor Day Means

Labor Day

Monday September 7, 2020 

For many, Labor Day means two things: a three day weekend and the end of summer, but most people don't know why this day is called "Labor Day". This special holiday is set aside to pay tribute to all working men and women and has been celebrated as a national holiday in the United States since 1894. 

"Labor Day differs in every essential way from the other holidays of the year in any country," said Samuel Gompers, founder and longtime president of the American Federation of Labor. "All other holidays are in a more or less degree connected with conflicts and battles of man's prowess over man, of strife and discord for greed and power, of glories achieved by one nation over another. Labor Day...is devoted to no man, living or dead, to no sect, race, or nation."

National Days you may not know about.

NATIONAL VOTER REGISTRATION DAY   September 22, 2020

NATIONAL VOTER REGISTRATION DAY   September 22, 2020

If your right to vote means anything to you, make sure you’re registered. While registration isn’t required in every state, every state has minimum requirements. Knowing what they are and being prepared to vote is an important part of a democracy.

Learn about your voter rights and requirements. If you have any questions about voter registration, all the answers are conveniently located in one place. Each state has different requirements. If you’ve moved recently, be sure to know the requirements where you live. Make your vote count.

National Voter Registration Day

NATIONAL DAY of ENCOURAGEMENT
September 12, 2020

NATIONAL DAY of ENCOURAGEMENT September 12, 2020


HOW TO OBSERVE THIS NATIONAL DAY OF ENCOURAGEMENT:

  • Perform acts of encouragement and kindness.
  • Provide reassurance to those around you.
  • Send a card or call a friend or family member who may be struggling.
  • Be kind in these uncertain times.

Find out more about this inspirational National Day: 

 Learn more here!