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Your Financial Checklist

Due to the recent CARES Act, dates for filing your 2019 taxes have changed. 

  • 2019 tax filing and payment dates have been extended to July 15, 2020.
  • 2019 IRA and Roth IRA contribution dates are extended to July 15, 2020.
  • Required Minimum Distributions (RMD’s) for 2020 have been waived. 

Some reminders for your future planning:

  • Evaluate large expenses planned for the remainder of the year.
  • Contact your Intelligent Investment Management advisor to evaluate your financial plan.
  • Review your monthly and quarterly reports from TD Ameritrade and Intelligent Investment Management, LLP.
Questions? Contact us here.

Happy 4th of July! 

"Those who won our independence believed liberty to be the secret of happiness." 

-Louis D. Brandeis

Client Centered



Celebrate the Fourth of July with friends and family.

Visit a State or National Park.

Host a summer movie marathon.

Hold a summer Bake-off with your neighborhood.

Start a Random Act of Kindness.

JULY 19th is National Ice Cream Day. 


Find out more about National Ice Cream Day!

<strong>It's July! Welcome in the summer.</strong>

It's July! Welcome in the summer.

Say hello to the newest member of the Intelligent Investment Management, LLP team: Whisper. She was recently adopted by Jeannie and Steve Wheeldon and is enjoying life in their new home in Durango.