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, 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 moment to check off the five questions. It could help reduce your current taxes and provide valuable financial tips. That’s worth a moment!
Here is the checklist: Checklist
Please answer the questions in the link below so we can keep your records current, maintain meaningful contact with you about financial issues throughout the year, and provide you with tailored financial advice. When finished, click “Send Now” to return the checklist.
