Key Dates

The CARES Act provides the option to waive your Required Minimum Distributions for 2020, please contact your advisor for information related to your specific circumstances.
Jun 15 2021
2nd Quarter Estimated Taxes Due
Jun 30 2021
Financial Feminism presents Embracing Life's Transitions with Guest Speaker, Dayle Haddon

Register for our Live Webinar: Embracing Life Transitions & Building a Purpose-Driven Life

Jul 05 2021
Independence Day - Market Closed


Upcoming Reminders

Jul 05 2021
Independence Day - Market Closed

Aug 02 2021
Time to schedule an appt with your financial advisor to discuss year-end tax planning

Sep 06 2021
Labor Day - Market Closed

Sep 15 2021
Third-Quarter Tax Estimates Due

Oct 01 2021
Remember to complete your RMDs before year-end.

RMDs must be completed by December 31, 2021

Oct 15 2021
Extended Individual Tax Return Due

Open enrollment for Medicare Advantage and Part D plans

Nov 07 2021
Daylight Savings Time

​Remember to set your clock back by an hour

Nov 10 2021
Veteran’s Day - Banks Closed