Chris' August 2018 Update

Hi <<First Name>>,

We hope you are all enjoying your summer. As mentioned in my previous email update, I am working on a doing a better job of regular updates - not so frequently to drive you nuts but the goal is monthly. I can tell that it had been a while since I sent an email to my list as I got a number of unsubscribes after my last email. People probably forgot who I was!

With that said, I am glad YOU are still here! Thanks for sticking around. I will make your time investment worth it.

Here are a few items I thought I would share for August:
  • Video: I have a new video update (along with other videos) on the Youtube channel. Find that here: - please excuse my crooked sunglasses and the horrible video angle that highlights excessive chin! 
  • In the video I discuss some financial planning topics such as RMD, intergenerational financial planning and more. I also highlight my CA neighborhood a bit.
  • Client Files Organization: If you are a client and are on our client system,I spent some time making sure files I have for you were put into your vault in the client system. So for those if you that shared them with me, I put copies of insurance policies, legal documents, disclosures, applications etc in those files so that you have easy access to your stuff on the computer, mobile or wherever. I want very badly to help you be as organized as possible!

Intergenerational Approach to Financial Planning

On a different note, I have often stressed the importance of planning financially as an intergenerational family - not just thinking of us but how we can maximize for the kids and our parents. I wanted to share this clip with you from a story that I found on twitter on planning for the long term and Date trees: There is so much value in this clip check it out. 

Fall is a Busy Financial Season!

With fall season coming, that means:
  • Workplace benefits enrollment
  • Tax forecasts
  • Tax extension deadline & quarterly payments due & deadline to set up certain retirement plans
  • RMD planning  (RMD charity planning idea in my video linked above) 
  • Medicare open enrollment
  • And more...

If you have questions about these topics that you want me to write about or do a video on let me know. Just email me back or call me. I'd enjoy doing requests:)

Thank you and have a great week! 


Note - I sent this to clients directly in email so if you get this 2xs,  sorry!

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