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Newsletter

October 2021

October 2021 Newsletter

Strong Valley kicks off this quarter's theme of "Giving and Getting."

We'll be focusing, for the next three months, on tools and steps that can help you participate in gifting wisely, leaving a legacy for your loved ones or the organizations you appreciate, and preparing for the coming year with reality checks and reviews of last year's performance.

October 7, 2021
October 2021 Newsletter
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

GIVING AND GETTING - Here's a quick preview of our upcoming topics:

  • OCTOBER - Gifting Wisely 
  • NOVEMBER - Reality Checks
  • DECEMBER - Planning for the Year Ahead

In this edition, we've also provided a review of the most popular articles of the last quarter, just in case you missed them.

Featured Article: Charitable Ideas for What to Do With Your Money

In Case You Missed It:

ON TRACK: What Should You Be Thinking About this Quarter?

  • The end of the year is quickly approaching. Are there tax tactics I need to keep in mind for next year's return?
  • Am I up to date with the constantly changing tax rules for charitable giving?
  • What tools are available to access my financial performance of the Year in Review?
  • Do I have a financial plan for the year ahead?

Recommended Featured Articles

  • Charitable Ideas for What to Do With Your Money

    Giving away some of your money is a great way to support the people and organizations you love. But there are smart ways to do it, minimizing your taxes and avoiding pitfalls along the way.
    Read More
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