Good afternoon,
Quick housekeeping note to Lincoln clients. In case you missed it, which I admit I did the first time around, Lincoln is encouraging you to sign up for electronic statements by June of this year. If you choose not to, there will be a small charge for mailing statements. If you’d like to avoid the charge and enroll in electronic delivery, go here, https://www.lincolnfinancial.com/public/microsite/lfa-sagemark/myaccounts/overview/access
And scroll down to where it says, “e delivery” and follow the instructions.
On another quick housekeeping note, if I have not met your tax person and/or favorite attorney, please set up an introduction. I like to know my clients’ other advisors so that we’re all working together to coordinate and collaborate for our clients’ best interests.
If you’re not a Lincoln client, you should be, so call me immediately and let’s make that happen.
I was in Austin, TX last weekend on a due diligence trip for a company that I do business with. I had never been to Austin before, so I looked forward to it. While only there for a few days, it seems like a nice place. I visited the famous Terry Black’s barbeque…
