A Note From the Team
Spring has arrived—bringing longer days, fresh energy, and a natural moment to reset. Welcome to our 2nd Quarter 2026 newsletter.
As farmers markets reopen and schedules fill up, it’s also time for an important annual milestone: taxes. If you haven’t already, please confirm your federal and state returns are filed—or that an extension has been submitted.
This season is also ideal for a little financial “spring cleaning”: securely shred outdated paperwork, review recurring subscriptions and automatic payments, check your credit report, confirm beneficiary designations, and take stock of your progress so far—then set clear, actionable goals for the next 90 days. Need help figuring out where to start? Reach out – we’re happy to help!
As markets remain dynamic, we’re here to help you stay focused on what matters most—your long-term plan.
Until next time, here’s to a strong spring—steady plans, clear priorities, and brighter days ahead.
Action Items & Info
Practical Strategies to Safeguard your Online Information - What can you do to protect yourself? Here are a few real-world strategies to keep in mind.
Cyber Self-Defense: How to Avoid These Common Scams - We're all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.
Keep Your Private Information Private - Here are some easy steps you can take to keep your personal information away from prying eyes.
This Quarter's Featured Content
Everything You Need to Know about Trump Accounts - Trump accounts, a new investment vehicle for minors, are launching this July. Here's what we know so far.
Health Tips Across the Lifespan
Staying Active with Pickleball - Grandparents, grandchildren, and anyone in between can pick up this fun game with little frustration. So next time you’re looking for something to break up the monotony of your normal exercise routine, why don’t you give pickleball a try? Whether you’re a beginner who just wants to learn a new sport for fun, or a seasoned athlete who craves the thrill of competitive play, pickleball offers something for everyone.
Raising Healthy Kids - The attitudes and habits formed in childhood can determine your child’s health in his or her adult years. Here are some ideas for parents who are looking to raise healthy children that grow up to be healthy adults.
Changing Unhealthy Behaviors - Five phases to changing unhealthy behaviors.