Act soon to make sure your last to-dos are checked off.
Have you been procrastinating on any of your checklist items that need to be completed this year? (Remember that list we give you after your quarterly meetings..?) Do you have questions for us about checking any of these items off for 2019? Well, I’m lovingly reminding you that you have until about December 18 to bring them to our attention to ensure those things are taken care of by the end of the year.
Some things you might want to think about before the 12/31/2019 deadline.
For those of you who have taxable accounts, we’re looking to offset as much of your capital gains as possible. This year has been positive overall, so there will likely be capital gains realized in these accounts. That said, for those of you who’ve been with us a for a while, your 2019 realized capital gains should be less than what was realized in 2018.
As we all work to tie up these loose ends before the start of a new year, I want to remind you that our office gives great customer service for 48 of the 52 weeks of the year. 🙂 Now, some of you might be thinking…wait, what? There are those certain times of the year, like the Fourth of July and Thanksgiving, when we like to give our staff time to spend with their families and loved ones. We plan to have minimal staffing in our office from the time the kids get out of school on December 20th until they go back on January 6th, when we will be fully staffed again and ready for quarter one meetings to begin. We all need time to decompress, celebrate the holidays, and plan ahead for the new year – us and you.
Of course Christmas and New Year’s coincide with Winter Break, and trust me – the nine Family Financial Partners kiddos all appreciate that extra time and the wonderful family memories that are made each year. (Can you believe our team now has nine kids? That’s right – I have three, and Alex, Greg and McKellar each have two. Time flies!)So, on behalf of my entire team and their families, we appreciate your promptness on these end-of-year matters – that way you can get back to making memories with your loved ones too.
1792 Alysheba Way,Suite 201,Lexington, KY 40509
Phone: 859.219.1006Fax: 859.219.1012
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*Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA, WA and WV and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TX, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.