IT’S TIME FOR A REFRESH SPRING-CLEANING — FINANCE EDITION
WHY ARE YOU RECEIVING THIS NEWSLETTER? As this newsletter hits your mailbox, you may be surprised to hear from us! While we mainly see you in our office, we wanted to give you another resource as you venture through the world of estate planning. As a Premiere Legacy Plan member, you get access to content that will help you as you create or update your estate plan. From answering frequently asked questions and highlighting common misconceptions to detailing the ways you can reap all the benefits your estate plan offers, this newsletter is a must-read! You will also learn more about different people on our team and what motivates them to deliver the best service possible every day. Thank you for joining us and reading our first edition newsletter! We’re so excited for what’s to come!
As we quickly approach spring, you may want to refresh your home, clean and organize your vehicles, or donate unwanted items. But as you begin to pull out your cleaning products and outline what you want to clean first, consider tidying your finances as well. So grab a pen and some paper; it’s time to spring-clean your finances! REVIEW YOUR BUDGET. One of the best ways to refresh your finances is by reviewing your budget. Look over your spending habits these past few months — do you notice any patterns? Are there areas where most of your money goes? Can you reduce any of these expenses? Once you understand your spending habits, you can then modify your spending patterns to stay on top of your financial goals. Furthermore, springtime is when some will begin to outline their summer plans. You can also use this season to adjust your budget and create steps to ensure you can cross off everything on your summer bucket list. PREPARE YOUR TAXES. If you haven’t filed your taxes yet, now is the time to do so. But before you meet with your tax advisor, ensure you have all the required forms before your meeting. It’s also beneficial to review any changes for the 2023 tax season. In October 2022, the IRS released several adjustments due to inflation. Before or during your tax filing appointment, ask your tax advisor if any of these changes apply to you and how they will affect your filing process. INFORM LOVED ONES ABOUT WHERE IMPORTANT DOCUMENTS ARE KEPT. When tragedy strikes, your loved ones may need access to important information. Do they know where it’s stored? Additionally, it’s best to organize those documents and shred old bank statements and life insurance policies that were closed years ago — you only want current documents stored in a secured location. This will save your loved ones time as they try to track down your assets and ensure that they aren’t trying to find assets that no longer exist. If you have financial questions, we’ve got you covered! When you work with Morris Hall for all of your estate planning needs, you also get a complimentary consultation with Clark Street Financial. They can help with finances in your estate, retirement accounts, taxes, insurance, and more. Don’t hesitate to contact us or our friends at Clark Street Financial with any questions or concerns.
Feta Chicken Burgers
Try these delicious chicken burgers with a Mediterranean spin on the classic sandwich we all love. Featuring Greek-style toppings and seasonings, this recipe is refreshing and super healthy, too.
INGREDIENTS • 1/4 cup finely chopped cucumber • 1/4 cup reduced-fat mayonnaise BURGERS: • 1/2 cup chopped roasted sweet red pepper
• 1 tsp garlic powder • 1/2 tsp Greek seasoning • 1/4 tsp black pepper • 1 1/2 lbs lean ground chicken • 1 cup crumbled feta cheese • 6 whole wheat hamburger buns, split and toasted
1. Preheat broiler and mix chopped cucumber and mayonnaise. 2. For the burgers, mix the red pepper, garlic powder, Greek seasoning, and black pepper. Add chicken and cheese; mix lightly but thoroughly (the mixture will be sticky). Shape into 6 patties about 1/2-inch thick. 3. Broil burgers, remembering to cook both sides thoroughly. Serve on buns with cucumber sauce. If desired, top with lettuce and tomato. Enjoy! DIRECTIONS
Inspired by TasteOfHome.com
888.222.1328 | 3
Made with FlippingBook Ebook Creator