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Your Financial Planner-August

Your Financial checklist

With the end of summer in sight, now is the time to plan for the upcoming school year and its costs.

Save on Back to School Shopping:

  • Don't buy everything on your list. Wait to see's what's needed for the first few weeks of school and then shop for the rest in September, when prices are better for school supplies.
  • Go shopping with a plan. Make a budget and stick to it.
  • Take advantage of Tax holidays. Find out when your state has a tax holiday and plan your back to school shopping then to save on paying taxes for your purchases.
  • Shop for products on sale-especially electronics

Get a handle on College tuition bills:

Document Summer Tax Expenses:

  • Rather than scrambling to find receipts and tax documents needed in April, take time, now, to gather and information on tax deductible expenses for next years filing.

Make an appointment to review your portfolio with your Intelligent Investment Management adviser. 


August Happenings

Financial Awareness DayAugust 14, 2021

Financial Awareness DayAugust 14, 2021

National Financial Awareness Day is a holiday dedicated to understanding finances and preparing everyone for financial stability. 

Learn more here
August 4, 2021<br data-mce-bogus="1">Chocolate Chip Cookie Day

August 4, 2021
Chocolate Chip Cookie Day

To celebrate this day, bakeries and grocery stores often offer a free chocolate chip cookie to patrons. Some offer discounts on purchase of the cookies.

Did You Know? Americans eat on average 18,928 cookies (all kinds) in their lifetimes.

The chocolate chip cookie was invented by Ruth Graves Wakefield from Massachusetts, in 1938. Her husband ran the Toll House Inn, resulting in her cookies being call "Toll House "cookies. Nestlé's bought the rights to the name, and the rest is history!


For the original chocolate chip cookie recipe click here
August 9, 2021 <br data-mce-bogus="1">National Book Day

August 9, 2021
National Book Day

Celebrate National Book day by sharing your favorite book, visiting your public library, reading to a child, a friend, an elder or visiting your favorite local bookstore!

Today is the day to celebrate and give thanks for the written word.

Find a relaxing place to sit back and open a good book and take the time, for yourself, to read


“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.” - Dr. Seuss

Facts about National Book day
August 21, 2021<br data-mce-bogus="1">Senior Citizens Day

August 21, 2021
Senior Citizens Day

National Senior Citizens Day honors our elderly population. On this day, we are encouraged to recognize and show appreciation for the value and contribution of elderly people to home, family and society.

In his Presidential Proclamation (August 19, 1988), President Ronald Reagan said "For all they have achieved throughout life and for all they continue to accomplish, we owe older citizens our thanks and a heartfelt salute. We can best demonstrate our gratitude and esteem by making sure that our communities are good places in which to mature and grow older."

On National Senior Citizens Day, we should:

  • Spend some time with senior citizens
  • Show our appreciation for senior citizens
  • Do volunteer work in support of the elderly

If you are a senior citizen, enjoy your day any way you desire. After all, this is your day! 

Learn more about Senior Citizens Day here