Monthly Update November 30, 2018
Happy December! I do hope you all had a great Thanksgiving. now that November has ended, here is my November video update:
In the video I discuss:
- Tax Forecast Progress (a very small few of you still owe me info!)
- Vacation plans
- Market Update
- Testing New Client Software (want to help?)
In other news, I will be away on vacation from December 3-12. Hopefully I will take lots of photos and videos of the kids for those of you that like to see what they're up to.
Another note, for those of you with Required Minimum Distributions, all clients have successfully done their distributions.
If you have any urgent questions/needs - call my cell phone. If you have an urgent tax question, call CPA Denise at 321-301-4405 (she's also a forwarding extension on my business line). For an urgent insurance issue, contact our insurance expert Steve Joyce 978-562-5652 and for an urgent legal issue, talk to Dale in my office at 617.489.5919.
If you need to drop something off at the Belmont office or need something scanned or filed, drop by the office and talk to our assistant Jon.
Thank you all again and I will be back to work before the year ends to wish you happy holidays before the year ends.
Warmest December regards,