Time to break out the holiday dishes and start checking the Christmas lights. It’s the wonderful month of November. I love this time of year. November has always felt like a transition month to me. The anticipation of winter, holiday planning, and checking off all of the to-dos that have been lingering are part of November. While this time of year can be hectic, it is also an excellent opportunity to reflect on the goals and accomplishments. I am deeply grateful to all of you who have allowed us to help you pursue financial independence. If you have any additional services you would like us to add or focus on in the coming year, please let me know. We would welcome introductions to new families that we can help in 2026. This month, we share instructions for sending and receiving secure documents, along with essential date reminders.
Secure Documents
Need to send us a statement or secure document, but not sure how? Have you received a secure email from us and have no idea how to open it? This month’s tip involves sending and receiving secure documents.
We are required to encrypt any emails that include your personal information. See below for instructions regarding how to open secure emails. It’s important to remember that your proof point password is different from your LPL Account View or Right Capital passwords.
We also use Right Capital to house secure documents. Please see below for a PDF and video about using the vault in Right Capital.
- Healthcare.gov marketplace open enrollment starts November 1st
- The office will be closed on November 11th for Veterans Day and November 27th and 28th for Thanksgiving.
- December 5th is the last day to request IRA RMD withdrawals for 2025. (We are keeping track of this and have already reached out to any clients that still need to take their RMD for 2025)
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I am fully committed to ensuring that your experience with our services is nothing short of exceptional. I would be absolutely thrilled if you could spare a moment to share your thoughts with me. Your invaluable feedback will enable me to continuously enhance our services and better assist you in achieving your financial goals.
