Top of Mind (Q1 2018)

April 4, 2018

Each quarter, we will share three things that we are keeping Top of Mind

Here’s our latest list:


1.) Tax time – Deadline for 2017 tax filings (or extensions) is fast approaching!  This year’s deadline is Tuesday April 17th.  In addition to any 2017 remaining payments, this is also the date by which you must make Q1 2018 estimated tax payments. 

We are also over a quarter of the way thru 2018, the year in which the new tax laws take effect.  If you’ve haven’t yet evaluated how those changes will impact you, please reach out and we’ll connect you to a tax advisor and help you start to take action.  Today is a perfect day to prepare for the rest of the year

2.) Never too old to learn – I’ve always loved learning of any kind.  That is why I was thrilled to recently discover Master Class.  For $180 per year (that’s less than 50 cents per day), you have unlimited access to online specialty courses taught by masters in their craft.  Want to learn more about storytelling from Malcom Gladwell,  more on photography from Annie Liebovitz, or cooking from Gordon Ramsay?  Master Class has you covered. Let’s learn together

3.) Focus – There is an incredible amount of information and opinions concerning the markets and investing.  A google search of “market outlook” yields 314 million results.  Where should you focus your time?  One of my preferred resources (besides Windermere of course!) is the investment team at Charles Schwab.  Visit their Insights webpage and subscribe to their various publications.  It’s straightforward, unbiased, supported with facts, easy to understand, and focused on the longer-term.  Reach out with any questions on the material you find.  We’d be happy to discuss it with you and share our thoughts as well

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