Top of Mind (Q1 2016)

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

Here's our latest list:

1.)    Tax time

Tax returns (or extensions) and any required payments are due on Monday April 18th (you get a few extra days thanks to a DC holiday on Friday 4/15).  Hopefully you have completed this task but if you are still working towards it, here is a recent New York Times article with a few tips

 

2.) Pivot Point

We'll all reach a key pivot point - when we switch from investing being solely about accumulation to there also being a distribution component.   With a variety of factors to consider, including social security, pensions, IRAs, Roth IRAs, and a never-ending list of tax and estate planning implications, the best approach to "paying yourself" in retirement will vary by individual.  It's never too early to start giving this thought and building up a variety of sources that will be available at your disposal in the future.  This recent Forbes article is a nice overview of the topics we are referring to.  Don't shy away from these items.  Let's add them to the agenda

 

3.) 21st Century To-Do List

A friend recently introduced me to an online service to help track to-do's called Wunderlist.  Being a lifelong fan of legal pads and notebooks, this was a big step for me - but I LOVE it!  If you are looking for a new tool, be sure to check it out

 

 

Check back next quarter to find out what we're keeping Top of Mind