Valley National News

Our clients, of course, each have the benefit of a direct relationship with us when they have questions or need information or analysis. That is not news. But, did you know that we also provide an entire website of financial resources available to the public called MyRetirementPro.com?

Why are we telling you this now? MyRetirementPro.com has a new look and a fresh batch of content to share!

Please feel free to explore the new video section, updated calculators, new articles, and more. And be sure to let us know what other resources or topics you, or people you know, might like to see us highlight.

We encourage you to pass the link along to your family, friends, co-workers, neighbors. MyRetirementPro.com is for people looking for a trusted source but are perhaps not ready or able to start a long-term relationship with our one-stop financial team.

Valley National News

CLIENT REMINDER: Quarterly estimated tax payments are due on June 15, 2018.

You can write a check or use a secure service provided by the IRS to pay electronically, called IRS Direct Pay. Please note: You will need information from previous tax returns in order to use the IRS Direct Pay service. We suggest you have a copy of your 2012 through 2016 tax returns accessible for verification purposes.

If you mail your estimated tax payment and the date of the U.S. postmark is on or before the due date, the IRS will generally consider the payment to be on time. If you use IRS Direct Pay, you can make payments up to 8 p.m. Eastern time on the due date. If you use a credit or a debit card, you can make payments up to midnight on the due date.

If you have questions or need another copy of your voucher(s), please contact our office.

Valley National News

Our Financial Advisors are passionate about getting involved and making a difference in our Lehigh Valley community. Just a few bits of exciting news include…

Our CEO has been selected to present his ideas at “90 Ideas in 90 Minutes” on June 14 at DeSales University. Click here to read more about this LV Business event, and learn more about Matt.

Senior Vice President Laurie Siebert is featured in the Pennsylvania CPA Journal’s Federal Tax Reform Guide. Her article covers Tax Reform’s Effect on Charitable Giving. Click here to access the guide, and more.

Check out the May issue of Lehigh Valley Style for a great photo of our financial advisors on page 82 – The Face of One-Stop Financial Planning!

MORE NEWS is available on our website. Or by following us on social media (Facebook, Twitter, LinkedIn).