Broker Check

Your Financial Planner-June 2023

Your Financial Checklist

Summer officially begins in June. Here's what you can do to keep on track with you finances. Check in on your spending-are you keeping track of your purchases, and staying on budget? If not, June is the perfect time (halfway through the year) to go back and update your financial plan. Important dates to be aware of:

  • June 15th-Today is the day when self-employed taxpayers should make another payment of their 2023 estimated tax for the second quarter of the year. This is assuming that you aren’t already paying income tax throughout the year. (source-US News)
  • June 30th-FAFSA filing deadline: this is the last day to file for federal student aid for the 2023-2024 school year. For more information on Federal Student aid, click onto this website:
  • Schedule a review meeting with your Intelligent Investment Management Financial Advisor. Contact us at: (970) 403-1234.

Father's Day-Sunday June 18th

Special days in June

"America the Beautiful" week June 5-11, 2023

"America the Beautiful" week June 5-11, 2023

America the Beautiful Week is marked in the first full week of June to honor the song “America the Beautiful” and celebrate all patriotic Americans. This year, it is held from June 5 to 11. Can you imagine that the lyricist and the composer of ‘America the Beautiful’ never met before they died? This revered song was composed by Katharine Lee Bates and organist and choirmaster Samuel A. Ward. The song was a top contender for the United States official anthem and favored over ‘The Star-Spangled Banner.’ But, the latter was chosen as the national anthem in 1931. (source

Enjoy this YouTube video of Ray Charles singing "America the Beautiful" :

National Holiday-Juneteenth June 19th, 2023

National Holiday-Juneteenth June 19th, 2023

On “Freedom’s Eve,” or the eve of January 1, 1863, the first Watch Night services took place. On that night, enslaved and free African Americans gathered in churches and private homes all across the country awaiting news that the Emancipation Proclamation had taken effect. At the stroke of midnight, all enslaved people in Confederate States were declared legally free. Union soldiers, many of whom were black, marched onto plantations and across cities in the south reading small copies of the Emancipation Proclamation spreading the news of freedom in Confederate States. Only through the Thirteenth Amendment did emancipation end slavery throughout the United States.

But not everyone in Confederate territory would immediately be free. Even though the Emancipation Proclamation was made effective in 1863, it could not be implemented in places still under Confederate control. As a result, in the westernmost Confederate state of Texas, enslaved people would not be free until much later. Freedom finally came on June 19, 1865, when some 2,000 Union troops arrived in Galveston Bay, Texas. The army announced that the more than 250,000 enslaved black people in the state, were free by executive decree. This day came to be known as "Juneteenth," by the newly freed people in Texas. (source-National Museum of African American History & Culture)

June 23rd, 2023

June 23rd, 2023

Created by Pet Sitters International, Take Your Dog To Work Day has gained popularity since its inception in 1999.

Since America loves it's four-legged friends, why not consider bringing your furry companion to your work setting? Pets provide an instant ice breaker and can help an office with a means of better communication with staff and also provide a much needed break during a stressful day.

Ways to Celebrate Take Your Dog to Work Day