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Experience the Difference

Many of the resources of a large firm, with the personal attention of a boutique practice.

Simple Is Not Always Easy

Let us help you simplify the complex, while providing insight into the unknown.

A Holistic Approach

Our goal is to create customized strategies that weave together your financial goals and values.

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Helping you create a sustainable plan to maintain your lifestyle in retirement.

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Affluent Families

Affluent Families

Providing the holistic approach you deserve to keep more of what you made.

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Women in Transition

Women in Transition

You’ve spent a lifetime caring for others. Now it’s your time to begin putting yourself first.

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Professionals & Business Owners

Professionals & Business Owners

Let us help you manage your unique challenges and secure your future.

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Our Story

Our Story

After losing her dad to Alzheimer’s and watching her mom, a self-made businesswoman, lose everything to a nursing home, Celine made it her life’s purpose to help protect families from the common pitfalls of money, life, and business.

Your Path

Your Path

Finally, a simple, authentic, and holistic path to retirement planning. Built with you in mind and intended to provide you the clarity and confidence you deserve. Isn’t it time you received a customized SimplePath Roadmap® ?

Working with an Ed Slott Advisor

Retirement planning is complicated, and you should seek an advisor with specialized IRA training and resources. Working with an Ed Slott Master Elite IRA Advisor can help you avoid costly and potentially fatal errors with your retirement planning that may not be able to be undone.

Important Dates In 2024

Jan
March
April
May
June
Sept
Oct
Nov
Dec

January 1st: First day to contribute to an IRA, Roth IRA, or employer retirement plan for the year.

January 16th: Final estimated quarterly tax payment due for Q4 of previous year, if you’re self-employed or underpaid taxes
based on your income. 

January 23th: The Internal Revenue Service starts accepting and processing 2024 tax returns.

March 31st: End of Medicare Part A & Part B General Enrollment Period, for coverage to begin July 1st.

March 31st: Last day to submit claims for eligible medical expense from the previous year for many flexible spending account (FSA)
plans with a use-it-or-lose-it rollover rule.

April 1st: Last day, without penalty, to take your first IRA required minimum distribution (RMD) if you turned age 72 last year, aka your Required Beginning Date.

April 15th: Due date for Q1 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income.

April 15th: Last day to file income taxes if U.S. Citizens or resident aliens living abroad, including military, (except for residents of Maine and Massachusetts).

April 15th: Last day to apply for an extension.

April 15th: Last day to make retirement plan or health savings account (HSA) contributions for previous year.

May 31st: Deadline for custodians & insurance companies to mail out Form 5498 showing any contributions (including deposits or transfers) in retirement accounts, or any Roth conversions, or recharacterizations made between January 1, 2023 and April 15, 2024.

June 17th: Due date for Q2 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income.

June 30th: Last day to submit college FAFSA (Free Application for Student Aid) for 2023-2024 school year.

September 15th: Due date for Q3 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income. 

September 30th: Last day to determine beneficiaries after an IRA owner’s death.

Between October 1st and November 1st: Employers announce the upcoming open enrollment period to choose your workplace benefits for the next year.

October 15th: Medicare open enrollment begins.

October 15th: Last day to file Income taxes if extension was filed. Last day to open and/or contribute to a SEP (Simplified Employer Plan) for self-employed and business owners.


November 1st: Healthcare open enrollment begins.

December 7th: Medicare Open Enrollment ends.

December 15th: Healthcare open enrollment ends.

December 31st: Last day to setup most types of retirement accounts so contributions count for the current year.

December 31st: Last day to liquidate the entire value of inherited IRA’s on a 5-year rule.

December 31st: Last day for 401(k) contributions, Roth conversions, itemized deductions, stocks, and gifts to count for the current tax year.

January 1st: First day to contribute to a traditional and Roth IRAs and Simplified Employee Pension Plans (SEP) for the new year.

January 15th: Due date for quarterly estimated taxes for the fourth quarter of the previous year.

January 24th: The Internal Revenue Service starts accepting and processing 2021 tax returns.

March 31st: Last day to submit claims for eligible medical expense from the previous year for many flexible spending account (FSA)
plans with a use-it-or-lose-it rollover rule.

April 1st: Last day, without penalty, to take your first IRA required minimum distribution (RMD) if you turned age 72 last year, aka your Required Beginning Date.

April 18th: Due date for Q1 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income.

April 18th: Last day to file income taxes if U.S. Citizens or resident aliens living abroad, including military, (except for residents of Maine and Massachusetts).

April 18th: Last day to apply for an extension.

April 18th: Last day to make retirement plan or health savings account (HSA) contributions for previous year.

May 31st: Deadline for custodians & insurance companies to mail out Form 5498 showing any contributions (including deposits or transfers) in retirement accounts, or any Roth conversions, or recharacterizations made between January 1, 2020 and April 15, 2021.

June 15th: Due date for Q2 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income.

June 30th: Last day to submit college FAFSA (Free Application for Student Aid) for 2021-2022 school year.

September 16th: Due date for Q3 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income. 

September 30th: Last day to determine beneficiaries after an IRA owner’s death.

Between October 1st and November 1st: Employers announce the upcoming open enrollment period to choose your workplace benefits for the next year.

October 15th: Medicare open enrollment begins.

October 17th: Last day to file Income taxes if extension was filed. Last day to open and/or contribute to a SEP (Simplified Employer Plan) for self-employed and business owners.

November 1st: Healthcare open enrollment begins.

December 7th: Medicare Open Enrollment ends.

December 15th: Healthcare open enrollment ends.

December 31st: Last day to setup most types of retirement accounts so contributions count for the current year.

December 31st: Last day to liquidate the entire value of inherited IRA’s on a 5-year rule.

December 31st: Last day for 401(k) contributions, Roth conversions, itemized deductions, stocks, and gifts to count for the current tax year.

Retirement Guide

Retirement Guide

Request a complimentary copy of our retirement guide, "Will a Recession Rob Your Retirement?"

R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


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Or give us a call at (727) 304-6000