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Q1 Update & Tax Day Reminder

Spring has arrived, and its warm rays of sunshine and lovely breezes have begun greeting the Twin Cities and the US. This progression of the seasons reminds us of the other changes currently taking place.

At Lundeen Abrams Advisors, we have updated your client portal to include the quarter-one performance report for your accounts and our new firm ADVs. So, please log in to view these when you can, and contact us if you have any questions.

Elsewhere in life, April marks the closing of the 2022 tax year, which ends next week on Monday, April 17th. For those who did not fully fund their IRA or SEP retirement accounts, you have until this date to make your final 2022 contributions.

Furthermore, Monday marks the final day to file your taxes or an extension to ensure you stay in good standing with Uncle Sam. So remember to do one or the other!

Speaking of taxes, many of our clients have called us during the last few weeks to discuss questions regarding the 1099 forms they received. If you have any last-minute questions, please contact us before the weekend, as we are here to help. If the matter is non-urgent, we are happy to answer any questions at your leisure.

Once you have prepared your taxes or filed an extension, remember to take a moment to celebrate! Life is about commemorating milestones and change, whether that means having a drink on the beach or watching the sunset to mark the occasion.

We hope your 2023 is off to a wonderful start and would love to hear from you. What are your plans for the spring and summer? Are you taking a big trip, going to a wedding, or simply enjoying time at one of our many beautiful lakes? Regardless of your plans, please send us an email or call us, as we want to ensure we help you live your best life through tailored financial planning.

Talk to you soon!

The Lundeen Abrams Advisors Team

Suzanne, Blaine, and Amy

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