A Plan For All Seasons | Inside Scoop

July 22nd, 2020 | | AEGIScoop

A Plan For All Seasons

A PLACE IN THE SUN

 

Summer 2020 | Market Closures

Friday, July 3: Independence Day

Monday, September 7: Labor Day

 

DATES TO REMEMBER

Monday, June 15: The deadline for U.S. citizens abroad to file tax returns. Second quarter estimated tax payments are also due, if required.

Wednesday, July 15: Today is the last day to file your federal income taxes.

Thursday, August 6: Observe Information Security Day – update your passwords for all online accounts to keep your personal information secure and visit turnon2fa.com for more security tips.

Tuesday, September 15: Third quarter estimated tax payments are due.

 

THINGS TO DO

  • Assess insurance needs: Periodically review and update coverage to ensure proper protection, especially if you’ve experienced any major life events in the past 12
  • Update your estate plan: Check the beneficiaries of your IRAs, insurance policies, trusts and any other accounts, and update information that is no longer Ensure your plan protects you and your family in the case of an unexpected event.
  • Plan a family meeting: Legacy planning is more than sharing It also includes passing down family values and history to the next generation. Host a family meeting to share the traditions that can help create a living legacy.
  • Address life changes: Speak with your advisor about major life changes you’ve experienced and how your financial plan could be affected. These changes include marriages, births, deaths, divorces, a sudden windfall and
  • Check for college deadlines: Many colleges and universities have registration and tuition payment deadlines in the summer months. If you have a 529 plan, make sure to discuss qualified expenses and payment plans with your advisor.
  • Register with gov: Check your earnings history for accuracy and review your expected benefits – doing this regularly should ward off error. If you’re close to retirement age, discuss with your advisor when and how you should file to maximize household benefits.

 

Maximize your charitable impact: To support others during the coronavirus outbreak, the Center for Disaster Philanthropy advises starting with charities you know and expanding your existing giving, especially for nonprofits that provide food and medical relief. From there, try giving to reputable national charities. Do your research before writing a check, and if you have a donor advised fund, consider speeding up your long-term giving plans.

 

 

Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2020 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice. 20-BDMKT-4339 JPR 5/20

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DATES TO REMEMBER

Monday, June 15: The deadline for U.S. citizens abroad to file tax returns. Second quarter estimated tax payments are also due, if required.

Wednesday, July 15: Today is the last day to file your federal income taxes.

Thursday, August 6: Observe Information Security Day – update your passwords for all online accounts to keep your personal information secure and visit turnon2fa.com for more security tips.

Tuesday, September 15: Third quarter estimated tax payments are due.

THINGS TO DO

  • Assess insurance needs: Periodically review and update coverage to ensure proper protection, especially if you’ve experienced any major life events in the past 12
  • Update your estate plan: Check the beneficiaries of your IRAs, insurance policies, trusts and any other accounts, and update information that is no longer Ensure your plan protects you and your family in the case of an unexpected event.
  • Plan a family meeting: Legacy planning is more than sharing It also includes passing down family values and history to the next generation. Host a family meeting to share the traditions that can help create a living legacy.
  • Address life changes: Speak with your advisor about major life changes you’ve experienced and how your financial plan could be affected. These changes include marriages, births, deaths, divorces, a sudden windfall and
  • Check for college deadlines: Many colleges and universities have registration and tuition payment deadlines in the summer months. If you have a 529 plan, make sure to discuss qualified expenses and payment plans with your
Maximize your charitable impact: To support others during the coronavirus outbreak, the Center for Disaster Philanthropy advises starting with charities you know and expanding your existing giving, especially for nonprofits that provide food and medical relief. From there, try giving to reputable national charities. Do your research before writing a check, and if you have a donor advised fund, consider speeding up your long-term giving plans.
  • Register with gov: Check your earnings history for accuracy and review your expected benefits – doing this regularly should ward off error. If you’re close to retirement age, discuss with your advisor when and how you should file to maximize household benefits.

 

 

 

 

Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2020 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice. 20-BDMKT-4339 JPR 5/20

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