We are excited to share our second quarterly newsletter, On the Bright Side, with you.
In this edition, you'll find a market update, a reminder about Required Minimum Distributions, contributions, and other deadlines, a checklist for business owners, and other fun news we are excited to share with you, including the transition from First Allied Securities to more fully merge with our long-time parent company, Cetera Advisors.
In addition, please note: maternity leave is coming up at the end of this month. Don't hesitate to reach out with questions, our team is here to help while I have a temporary reduction in availability while we are welcoming a new baby!
Click the link below to access the PDF.
As always, we appreciate you and your business. Looking forward to staying in touch as we head into fall.
- Emily and the Bright Future Wealth Management Team