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- The Tax Forms Retirees Will See this 2026
The Tax Forms Retirees Will See this 2026
What ́s Inside: Tax Forms for This 2026, Investment Strategies, Best Places to Celebrate St. Patrick’s Day & More...
Latest Good News: Our Accountability Group is BACK!🎉✨
Birthday Shoutouts: Chisom Achuko & Reginald Gant
Education: The Cost of Waiting to Invest (VIDEO)
Industry News: The Tax Forms Retirees Will See this 2026
Lifestyle Tips: Best Places to Celebrate St. Patrick’s Day
Our Accountability Group is BACK!🎉✨
Happy Winsday!
I pray you're doing well.
What time is it?👂🏽
GOOD NEWS TIME!!!🎉🎉
Hi Friends,
I have some Good News to share!
By popular demand, I’m officially bringing back our Financial Planning Tasks Accountability Group.
We are almost at the end of the first quarter of 2026 (time flies, right?!), and I know how easy it is for those "CEO-level" tasks, like bookkeeping, cash flow review, and savings goals to slide to the bottom of the to-do list.
This is your space to finally get it done. No lectures, no fluff, just a focused, judgment-free co-working hour where we show up and move the needle on our finances together.
The Details:
When: Every Friday @ 9:15 AM – 10:00 AM EST
Where: Google Meet
Investment: Only $67/month
Why you’ll love it:
✅ Real Progress: Dedicated time to plan and review your finances like a CFO.
✅ Better Habits: Build long-term systems for your business and personal life.
✅ Zero Stress: No more "end-of-year" scrambling or last-minute bookkeeping stress.
Let’s finish Q1 strong and keep your finances on the right track!

This month, we have two very special milestones to celebrate within our client family.
Please join us in wishing a very Happy Birthday to Chisom Achuko (Celebrating this Thursday, March 19th!) 🥳 and Reginald Gant (Celebrating this Monday, March 23rd!) 🎈
Chisom and Reginald, we are so grateful for your trust and the opportunity to work with you. We hope your birthdays are filled with joy, family, and everything you love most. Here is to another year of health, happiness, and financial success!
📖Money Motives Education
***This Week***
In this installment, we'll explore
“The Cost of Waiting to Invest”
In a world filled with negative headlines about economic struggles and market volatility, we focus on the positive aspects shaping our financial landscape.
"Money Motives" aims to change the narrative with fresh perspectives on money and investments.
Tune in every Wednesday for a new installment of Good News from the World of Finances. Grab your pen and notepad, and join us for some financial inspiration!
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The Tax Forms Retirees Will See this 2026
Your credit score quietly influences some of the biggest financial decisions in your life, from loan approvals to interest rates. National Credit Awareness Month is the perfect reminder to understand how credit works and how to strengthen it for the future


Best Places to Celebrate St. Patrick’s Day
If you’re looking to make St. Patrick’s Day extra special this year, why not celebrate it somewhere unforgettable? These locations offer the perfect mix of tradition, energy, and fun.

Well thats it for this week, hope you found something valuable in this newsletter. Please share your Good News or anything you’d like me to include in our upcoming newsletter.
Please share with a friend and if you have any questions or comments just reply to this, it comes straight to me:-)
Have a blessed week till next time....
Kind Regards,
Advisory services are offered through Good News Financial & Investment Advisors LLC, an Investment Advisor in the State of MD. Insurance products and services are offered through Affordable Benefits Solutions Inc, an affiliated company. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through email. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.
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