2020 is moving along very quickly, it is already March and Spring is on its way. We hope that you are getting a lot of value out of our monthly newsletters! For this month we have two important things to share with you:
First is a reminder - it is Tax season and its related deadlines will come up quickly. If you are doing any retirement account funding for 2019 (such as IRA’s, ROTH IRA’s, SEP IRA’s) please make sure to get that done before the deadlines and we always recommend not to wait until the last day as that increases the possibility of missing the cut-off date.
Second is a significant update to our Optimum Benefits Website (to go along with our recent email announcement). With technology ever moving forward, we have brought in direct online access to a multitude of Individual and Family Benefits through our website. That means that at your convenience you can research, quote and purchase quickly and simply and have what you need a lot easier and faster than before. And if you need guidance or help we will be here to provide you that same service we always have, bringing you the best of both worlds, online/virtual and in-person.
As always feel free to reach out to us at anytime, we would love to hear from you.