St. Patrick’s Day Checklist

St. Patrick’s Day

As you’re aware, St. Patrick’s Day is quickly approaching. Even if you’re not Irish, you get an Irish Blessing. So here it is. It is yours for the rest of the year.

May your blessings outnumber
The Shamrocks that grow,
And may trouble avoid you
Wherever you go!

This is also the week that I send one of my periodic five quick-question checklists. Please take a second of time to check-off five questions. It could help reduce your current taxes and provide new financial tips. That’s worth a second!

Here is the checklist:

Please answer the questions in the link below so we can keep your records current and maintain meaningful contact with you about financial issues throughout the year. When finished, click “Send Now” to return the checklist.

Checklist

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