I hope that this newsletter finds you well. Our hearts go out to our fellow members of the San Jose community who were in the path of the Coyote Creek flood. Please join Flournoy Wealth Management in donating to the Silicon Valley Community Foundation – the San Jose Flood Victims Relief Fund. www.siliconvalleycf.org.
The fourth article may be a little late for the latest flood victims, but I urge everyone to prepare as if a flood or earthquake will hit.
Why a Life Insurance Claim may be denied – please read. Now is a good time to review all of your life insurance needs and coverage. My late husband’s work life insurance was less than it had to be – because he procrastinated and did not update his earnings amount with the insurance company — the form showing an increase in salary! That would have amounted to one year of college! Don’t let being “too busy” be a decision maker for your family!
Pam
Contents include:
:: Due Date Approaches for 2016 Federal Income Tax Returns
:: Why Diversification Matters
:: Why a Life Insurance Claim May Be Denied
:: How can I prepare financially for stormy weather?
:: Do I need to file a gift tax return?
Read and download Pam’s March 2017 Newsletter here>>
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