REMINDER: WED 9:00 AM "Clear The Clutter!" with Tracy McCubbin
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REMINDER: WED 9:00 AM "Clear The Clutter!" with Tracy McCubbin
INVITATION: New Date! "Clear The Clutter!" with Tracy McCubbin
WEB-EXTRACT.CONSTANTCONTACT.COM
INVITATION: New Date! "Clear The Clutter!" with Tracy McCubbin
Introducing our newest Wealth Advisor, Nick Goodwin! To find out more about Nick and our Summit Wealth team, please visit our new company website at www.yoursummitwealth.com.
Dear Clients and Friends:
We regret to inform you that we will have to postpone our previously scheduled webinar, "Clearing the Clutter" with Tracy McCubbin which we planned on presenting to you tomorrow morning. Unfortunately, Tracy is currently travelling in Salt Lake City, Utah where hurricane level winds have knocked out power and electricity, downed trees and created massive debris blocking roadways. With no timeline to restoring power and computer services, it has been deemed impossible to have her connect with us at our scheduled time.
We will work to reschedule the event and will notify you as soon as we have solidified a new time and date.
Thank you for your understanding!
Sincerely,
Jerry J. Zins, Jr., CFP®
Dustin R. Dockter, CFP®
Nick Goodwin, CFP®
**CANCELLED--TO BE RESCHEDULED**
Join us for a special webinar "Clear The Clutter" with Tracy McCubbin! Wednesday, September 9th at 9:00 am via Zoom!
MYEMAIL.CONSTANTCONTACT.COM
INVITATION: "Clear The Clutter!" with Tracy McCubbin
FEMA's Emergency Financial First Aid Kit
If a disaster or other emergency strikes your community, you may only have seconds or minutes to react. In those critical moments, your focus will be on your family’s safety. Once the threat of harm has passed, having your homeowners or renters insurance policy, bank account information, and other household records and contacts will be very important as you begin the recovery process. The Emergency Financial First Aid Kit (EFFAK) can help you be ready.
FEMA.GOV
www.fema.gov
Did you miss our exciting and informative webinar "Clear The Clutter" with Tracy McCubbin last week? Find the replay below and contact our office if you would like a copy of Tracy's book mailed to you!
https://www.yoursummitwealth.com/blog/clear-the-clutter-with-tracy-mccubbin
Now may be a good time to check in with your tax professional for year-end tax planning. We collaborate with tax professionals - please loop us in to the talk as needed!
If you're working home longer than expected, you are not alone. During the COVID-19 crisis, many of us have had to adjust how and where we are working. Here are some tips to help keep you productive and to avoid burn out while at home. https://hubs.la/H0yYwFq0
YOURSUMMITWEALTH.COM
What to Do If You're Working from Home Longer than Expected
Almost virtually everyone would agree that COVID-19 has thrown the 2020 election into unchartered territory. Let's take a look at how the markets have reacted throughout history: https://hubs.la/H0zb_Mj0
No matter the results today, make sure to get your vote out if you haven't already and let us know if you have questions about how the market reacts. #2020Election #MarketUpdate
YOURSUMMITWEALTH.COM
Political Parties and Stock Markets since 1900
Reminder: Open Enrollment has started at most employers. Why is open enrollment so important? Now is the time to choose your benefits for 2021.
Remember to set your clocks back! Daylight Savings Time ends today!
Here are some things you can do with that extra hour you picked up this week:
- Pick up some of those pesky organizing or cleaning tasks you've been putting off. Check out the replay of our webinar, Clear the Clutter: https://hubs.la/H0yYwkD0
- Spend a little extra time with family or friends that you might not have taken advantage of before
- Start planning ahead for 2021, no time like the present to start assessing your goals
- Get a jump on holiday shopping. There are so many great deals around Thanksgiving time, make sure to save some money by shopping early on gifts.
- Of course, you could always take that extra hour to pick up an hour of sleep, or just by relaxing, you've earned it!
This has been a wild time for business owners and entrepreneurs. It's important to stay agile and prepared for anything. Read our latest blog here: https://hubs.la/H0yYwFf0 #SmallBusinessOwner
YOURSUMMITWEALTH.COM
How Entrepreneurs Can Stay Nimble in the COVID Era
Here's some tips to help you stick to your financial New Year resolution! https://hubs.la/H0DlrMN0
YOURSUMMITWEALTH.COM
New Year's Resolutions to Get Your Finances in Order
To ensure you're moving in the right direction, take some time to outline your goals. Think about long-term goals such as buying a home, sending the kids to college, or retiring by a certain age, and consider reaching out to a financial professional to get help creating a path toward those goals. #NewYearsResolutions
In case you missed it, LPL Financial released their 2021 Outlook in December. Take a look to get an overview of what the year may hold when it comes to the economy and markets: https://hubs.la/H0D9ZG80
VIEW.CEROS.COM
Outlook 2021
Happy New Year!
The year is coming to an end, make sure you've met your tax contribution deadlines. This week is the last week to mark many of those end of year items off your checklist. Click here to contact us if you have questions about your situation: https://hubs.la/H0CvXw60 #YearEndPlanning
YOURSUMMITWEALTH.COM
Contact | Summit Wealth Management Group, Inc.
Merry Christmas from Summit Wealth Management!
