Five "Quick Wins" to Start 2026
1. Annual Account Checkup
Take a few minutes to confirm your contact details, trusted contacts, linked bank accounts, and multi-factor authentication settings. Small updates now prevent big headaches later.
✔ Action: Call or message us to confirm your details today.
2. Money Movement Refresher
Planning transfers? Know when to use ACH versus a wire—and why security matters. We’ll always verify instructions by phone to protect you. If you anticipate large transactions, let us know early so we can coordinate.
✔ Action: Notify us in advance for large transfers or wire requests.
3. Prep for Your Annual Review
Gather documents that make your review seamless: recent tax returns, updates on major life changes, and any new entities or liquidity needs.
✔ Action: Call us to request a secure upload link for your documents.
4. Tax Season Timeline
Stay ahead by knowing when key forms are estimated to arrive and how we coordinate with your CPA:
- January 30: IRA Summaries with 1099-R
- February 15, February 30, and March 15: All other account 1099s
✔ Action: Share your CPA’s contact so we can coordinate directly.
5. Digital Delivery
Enroll in e-delivery for statements and tax forms to reduce delays and improve security. It’s a simple step that saves time and keeps your information protected.
✔ Action: Sign up for e-delivery today for faster service.
