Inman Financial

NEWSLETTER

Important Tax Prep Info

Planned mailing dates for tax statements
Charitable distribution rules
2021 IRA contribution rules
2021 education account contribution rules
Tips for how long to store documents

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First Quarter 2021

We have a new team member!
Market review
The perils of trying to time the stock market
Thinking about college? Conversation with a (former) student affairs dean
COVID-friendly adventures

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Spring Cleaning

Hope, growth, new possibilities
Market insight
Spring cleaning checklist
What documents to keep
What’s happening

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Peace, Clarity, Confidence

we'll help you get there

Peace, Clarity, Confidence

we'll help you get there