As March comes to an end and there finally seems to be no more snow in the forecast, we wanted to check in to see if you had any changes or updates that you need us to attend to.
Please remember that 2016 IRA contributions can still be made and must be postmarked by April 18, 2017.
If we can be of service in any way, please do not hesitate to contact us.
Thank you.
Stacy Brilliant, Chief Operating Officer