Newsletter - Fact & Checklists Quarterly Newsletter 04/01/2021 NewsletterJanuary 2021 Newsletter10/01/2020 Newsletter07/01/2020 Newsletter 04/01/2020 Newsletter04/01/2020 Investor Timely Checklist03/15/2020 - COVID Newsletter01/01/2020 Newsletter Team Involvement Client Checklists 2021 Key Financial Data2020 Key Financial Data7 Estate Planning Things You Must Do in the Time of CoronavirusCARES ACT - Coronavirus PlanningCybersecurity ChecklistMedicare Enrollment Planning FlowchartSocial Security: What Baby Boomers Need to Know About Their Retirement Income March 2021 - Food Share month and we hope that all businesses and individuals will take time to either make a donation to their local food shelf of non-perishable foods, or if they are donating funds, to please use the Masonic Lodge’s matching program to double their donation. Investors Choice Financial Services donated $1,000 to area food shelves through Murray Lodge #199: Fulda Food ShelfMurray County Food ShelfMarshall Kitchen Table Food Shelf Tracy Kitchen Table Food ShelfThis is part of the Investors Choice 25th year of celebration. Wear Red & Give Campaign We chose the team name RED-EMPTION because the definition of redemption is the act of making something better. We invite our friends and clients to join our team. We watch women take care of everyone else, often at the expense of not taking care of themselves. We have also seen the dedication and hard work of our clients in healthcare services as lab and x-ray techs, cardiac rehab, dietitians, nurse practitioner, physician assistants, nurses and doctors. We hope to be part of making the world a better place and are excited if you can join our team, or if you are not able, please donate to the American Heart Association’s Wear Red & Give campaign. Together we can all make this world a better place. We will fight fierce and be passionate about fighting women’s No. 1 killer. Plus, while doing so, we could save lives by raising awareness! #investorschoice #WearRedDay #WearRedandGive #GoRedforWomen Celebrating 25th Year ~ Investors Choice Financial Services It was not our intention to be Celebrating “Alone” this year, but the year 2020 will be remembered for many things – a time that our world changed forever. As we seek new methods to ensure that we continue to provide you the highest quality of service in the future, we have implemented virtual meetings for all clients, updated our appointment scheduling system and changed financial planning software. Investors Choice Financial Services Anniversary:Our 25th Anniversary celebration year started on June 25, 2020. Although COVID required us to change up our celebration ideas we're looking forward to our 26th Anniversary on Friday, June 25, 2021. Watch for more details.