Broker Check

Oh November

November 06, 2019
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Oh November.

You may be thinking about soup and turkey.

We are definitely thinking about year end tax planning.

You may be anxiously awaiting your daily PSL (pumpkin spice latte).

We are calculating RMD's (required minimum distributions).

You may be planning your ski trip for the winter.

We are encouraging the maximization of savings to stay on track toward those financial goals.

You are looking forward to the big game this weekend.

We are too.  And we are also consistently improving our technology to keep your financial life as simple as possible.

If you have any questions about anything above (including ski trips), please give us a call!

Sending gratitude, your team at Gies Associates.