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Dear Michelle,
June is coming up and with it the deadline for paying estimated taxes for the period from April 1 to May 31.
It's a little late for Mother's day but not too late to consider what mom may have done for our investing skills.
If you haven't taken the time for estate planning yet, here are some links to resources so you can create a will online. It's often better to sit down with an attorney but if you haven't been able to get to it yet, this will allow you to have something prepared in the meantime.
When kids turn 18 parents can no longer make healthcare decisions for them without an advanced healthcare directive. To order one for California (note each state may have different requirements), Brigitte Binkert of Binkert Law suggests using one from the California Medical Association. You can purchase it here, online for a nominal fee. Talk to your child's primary care physician also to see if they have a directive they prefer.
Why do we all need a buffer for our spending? Because most of us spend more than we think we do. Click here to read more.
Or you could try watching this video about joy and buying and ask, "does it spark joy?" before you buy.
Finally, check out my new website and let me know what you think - it has an updated look!
Have a wonderful end of May!
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Ariadne Horstman
Appreciate Personal Finance
CERTIFIED FINANCIAL PLANNER™, CFP® Palo Alto, CA
www.appreciatefinance.com
Tel: (650) 687-7089
APPRECIATE PERSONAL FINANCE is an Investment Adviser registered with the State of CA. Registration does not imply a level of skill and training. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (650) 687-7089 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from APF with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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