Broker Check

Your Financial Planner-September 2022

Your Financial Checklist   

Since the kids are back to school, now is a good time to review and go over your financial plan for the rest of 2022. Take a moment to check the boxes of what you may have missed earlier in 2022. September is a "catch up month", with the only deadline for taxes being:

Sept. 15: Third Quarter 2022 Estimated Tax Payment Due: Make a payment of your 2022 estimated tax if you’re not paying your income tax for the year through withholding.

It's also open enrollment season-that time of year to review and reevaluate employee benefits (HSA, 401k*) offered through your employer. Take the time to adjust and update your coverage to suit the needs of you and your family.  Talk to your Financial Advisor on how you can maximize your benefits that contribute to your total financial picture.

*see the box below to find out more information about National 401(k) Day.

Make an appointment to review your portfolio with your Intelligent Investment Management adviserContact your Advisor here

Celebrate Labor Day, Monday, September 5, 2022

Labor Day has been celebrated on the

first Monday of September since 1882! 

Beginning in New York City as a holiday to honor the workforce, Labor Day was finally recognized as a National Holiday by Congress in 1894.

This National Day of Observance marks the end of summer and one last chance for many to celebrate their hard work throughout the year. Picnics, camp outs, family gatherings as well as the last holiday before the beginning of the school year in many states, Labor Day is a time to relax and reflect on those that have worked hard to build this country.

International Chocolate Day

International Chocolate Day

Who doesn't love chocolate? Who knew that September, 13th is a day dedicated to the sweet goodness of one of the world's favorite treats?

Celebrate this day by preparing your favorite chocolate recipe, indulging in a cup of hot chocolate or by simple sharing a luscious piece of chocolate with a friend or loved one. Enjoy one of life's great treats!

Learn more about Chocolate here
Voter Registration Day

Voter Registration Day

September 20th has been designated as this year's National Voter Registration Day.

Learn about your voter rights and requirements. Be informed by checking where your polling place is. You can also learn more about mail-in voting. If you have any questions about voter registration, all the answers are conveniently located in one place. Each state has different requirements. So, if you’ve moved recently, be sure to know the requirements where you live.  

(information from: National Day Calendar)

Our nation is based on the principle of one vote per citizen. Make your vote count. Make your voice heard.

Visit this website below to find more information about Voter Registration in your area.

Find out how to register to vote here
National 401(k) Day

National 401(k) Day

National 401(k) Day began in 1996 by the Profit Sharing/401(k) Council of America (PSCA), known today as the Plan Sponsor Council of America. The Friday following Labor Day (Monday) was chosen so employees can “start the week with Labor Day and end the week with Retirement”. (information from: National Day Calendar)

Learn more about National 401(k) Day here