Social Security RSVP Reminder and Questions Update (Send More Questions!) – Friday Holiday – Short Week Office Hours…
Time to RSVP for the Social Security Event
Category Clients/Clients Only
Proxy Season is Here – Reminder… We Vote and save the wasted paper for you! Masters Weekend Friday
We vote your Proxy
Q 1 2019 Report Cover
Q 1 Cover Report Review
Why We don’t like to Move Money on Fridays – Break In – Inverted Yield Curve Update
Inverted Yield Curve Break In - Move Money Days
Calling all Questions for Our Social Security Specialist – Saturday April 27 at 10:00 am at Dallas Athletic Club – Friday
Send us your Social Security Questions
SLOA – Standing Letter of Authorization Mailing Heads Up Reminder (Clients)
Keep and eye out for SLOA Letter
Save the Date – Back by Popular Demand – Tom Clark our Social Security Specialist – Saturday 10 am – April 27th at DAC Dallas Athletic Club – Personal Video Invitation
Tom Clark Shares his Social Security Expertise
1099 Update – Corrected Update – Reminder, a Paper Copy is being mailed UNLESS you specifically turned it off – Holiday Weekend !
Corrected 1099 Update
Fourth Quarter 2018 Cover Letter
Fourth Quarter 2018 Summary Cover Letter
Favorite Question for You as 2018 Sunsets – Happy New Years (eve) from the Road …
Question as 2018 finishes