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Your Financial Planner-May


Spring cleaning for your financial records. With tax season behind you, take time to sift through your records.Typically, the IRS has three years from the date you file your tax return to start an audit, so you should keep supporting documents that long. (If you’re self-employed, keep them six years—that’s how long the IRS has to audit you if you under report your income by 25% or more.) Such documents may include:

  • Form W-2s reporting income from an employer
  • Form 1099s reporting income, interest, dividends and capital gains
  • Form 1098s reporting mortgage interest
  • Additional forms to keep: year-end investment statements; receipts for charitable contributions; and records of contributions to a tax-deductible IRA. Keep pay stubs until you match them with your W-2s, and keep monthly brokerage statements until you check them against year-end statements and 1099s. You can usually trash receipts for purchases, ATM withdrawals and bank deposits after you match them with your monthly credit card and bank statements. 
  • Run documents you’re discarding through a shredder.

Prep your home for the summer. Before heat and storms come your way, make sure your air conditioner and outdoor irrigation system are in working order. To be ready for storms, trim any tree branches that are at risk of falling onto your property, clean the gutters, and inspect your roof for missing or damaged shingles. In drier climates, be sure to practice good fire mitigation by trimming, raking and removing any dried limbs, leaves and vegetation from around your home. Find out more from FEMA here:

Call your Intelligent Investment Management Advisor if you have any questions or concerns at: (970) 403-1234 during our regular office hours of Monday-Friday from 9:00 AM-2:30 PM.

Happy Mother's Day! 


Mother's Day is coming up on Sunday, May 9, 2021, and it's a day that brings up different feelings for everyone. Some will be celebrating with the moms and mother figures in their lives, some will be virtually meeting up from a distance, and some have a complicated relationship with the day for any number of reasons. This is the day to honor your Mother with a simple hug, a card or an elaborate gift or just by saying. "I love you."

Do Something Good for Your Neighbors Day May 16th

Do Something Good for Your Neighbors Day May 16th

Celebrate the by displaying acts of kindness to your neighbors, friends and anyone who crosses in your path. It’s simple to do.

By being mindful of other’s needs we become more aware of the world around us.

Help a neighbor bring their garbage bin to the curb on garbage day.

Offer to weed a flower bed.

When running errands, ask if there’s anything a neighbor needs.

Invite them over for a cup of tea or coffee. Visits are always nice!

Drop a note in the mail just letting them know you’re thinking about them.


 Memorial Day Observed  Monday, May 24

 Memorial Day Observed  Monday, May 24

Each year in the United States, Americans observe the Federal holiday, Memorial Day, the last Monday in May. It honors and remembers all men and women who have died while serving in the United States Armed Forces. Memorial Day is also a day to remember all loved ones who have passed away.

Traditionally on Memorial Day, the flag of the United States of America is raised briskly to the top of the staff then solemnly lowered to the half-staff position where it remains until noon. At noon, it is then raised to full-staff for the remainder of the day.

When the flag is at half-staff, the position is in remembrance of the more than one million men and women who gave their lives for their country.  Raising the flag at noon signifies the nation lives, that the country is resolved not to let their sacrifice be in vain but to rise up in their honor and continue to fight for liberty and justice for all.

In the United States, Memorial Day traditionally marks the beginning of summer.