New Paperless Tax Reports for Raymond James Investor Access Users

 If you have elected to receive your account documents online through Raymond James Investor Access, we are happy to report that for the 2014 tax year, your tax reports will be available electronically. Tax reports that may be delivered online include: IRS Composite Form (1099-B, -DIV, -INT, -MISC, and IRS Forms 1099–R and 5498.

How to Sign Up

Previously, year-end tax reports were delivered by regular mail only. To receive your 1099 and other tax reports electronically, you will need to sign up. Just Log in to Investor Access and click on the Quick Link for Document Delivery Options. This is where you can make the election to receive your tax documents online. When a new tax document becomes available, you will receive email notification.

Anytime Access

Like documents you already receive online, you will be able to simply log in to Investor Access and go to the Documents page to view your tax reports.

Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Forbes

Timothy Wyman, CFP®, JD: Tim was quoted in Forbes online on October 15, 2014 in an article titled, "After-tax 401 (k) Rollovers, Advanced Version" by Ashlea Ebeling. A14-034515

Nasdaq.com

Melissa Joy, CFP®: Melissa was quoted on Nasdaq.com in an article titled, “3 Tax-Sensitive Investment Strategies to Implement Now” on September 15, 2014 by Steve Nicastro. C14-032886

Sandy Adams Attends Leadership Oakland – 25th Anniversary Class

 

Sandy Adams, CFP® recently began participating in the 25th class of Leadership Oakland following in the footsteps of fellow partners Laurie Renchik, CFP®, and Timothy Wyman, The program is intended to help participants (about 50 each year) learn about Oakland County, our region and our state in order to be informed contributors and leaders within our communities.

Sandy recently attended a 2 ½ day retreat with 47 other professionals – all now her newest friends. The retreat, held in Roscommon at the R.A. MacMullan Conference Center, was the perfect place to set the stage for this unique learning experience. The group spent time getting to know more about Oakland County, each other and themselves and their leadership potential. For an insider’s look, here’s Leadership Oakland’s video of the retreat.

In future sessions, Sandy and the other participants will engage in experiential learning and hear from local leaders on topics including Economy & Government, Human Services & Non-Profits, Health & Environment, Diversity & Inclusion, the Justice System, Education, Arts & Culture, Shaping the Future, and last but not least, a class project that the 25th class hopes will have a significant and lasting impact on the community.

Leadership Oakland is not affiliated with Raymond James. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Our Workplace Wellness is Award-Worthy

Did you know we hold meetings while walking and when we’re working at our desks, we might be standing instead of sitting? It’s all part of our commitment to keeping The Center team healthy. That commitment has led to a 3rd healthy workplace award in less than a year. This time, we’re being recognized in Corp! Magazine’s online publication as one of Michigan’s Best and Brightest in Wellness. For Partner and Financial Advisor Sandy Adams, keeping our constant focus on health is one thing that makes The Center a great place to work.

For me, staying healthy and active gives me the energy and positive attitude to best serve my team and our clients. The Center is committed to helping our team stay healthy by providing us with education on health and wellness, providing equipment like standing desks and balance balls for alternative seating, and by encouraging standing or walking meetings.”

The Best and Brightest in Wellness awards will be handed out at a gala on October 2nd. The selection was based on an assessment by the wellness systems firm Wellco. We won this award based on criteria like wellness policies, healthy work environment, senior leadership support of health initiatives, and motivation.

Earlier this year we won a Healthy Workplace Award from the Governor’s Council on Physical Fitness, Health and Sports. And last December The Center was recognized as one of Michigan’s Healthiest Employers by Priority Health, Crain’s Detroit Business and MiBiz. In 2007, we launched an initiative to shape up our office. Looks like we’re on the right track.

Center Makes Crain's List of Top Money Managers

 For the second consecutive year, Center for Financial Planning has been recognized as one of the Detroit area’s largest money managers. The annual Top 25 recognition is a big deal to us because it means we are making our mark in southeast Michigan and beyond.

Center Partner Melissa Joy says the recognition puts CFP in great company.

We have never set a goal to be the largest firm around, but our size and community footprint here in Michigan helps us to deliver world-class financial planning service to an exceptional group of people – our clients. To us, success isn’t measured by dollars and cents, but by the lives we touch.”

Crain’s list is a compilation of money managers in Wayne, Oakland, Macomb, Washtenaw and Livingston counties. To see the complete list click here.

---

Criteria used to determine the Top 25 Managers is based on assets under management with discretion exclude master trusts, directed trusts, options, custodial accounts and advisory accounts over which no direct investment responsibility exists. Information was provided by the companies or from Form ADV. It is not a complete listing but the most comprehensive available.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. C14-028649

Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Center named as #228 on Financial Advisor Magazine's 2014 RIA Ranking

Center for Financial Planning, Inc. has been recognized among the nation's top-ranked investment advisory firms for the past four consecutive years.

Financial Advisor Magazine ranks the top registered investment advisory firms (RIAs) across the country based on a survey of firms' assets under management and percentage of growth. C14-025822

WISER ADVISOR.COM

Melissa Joy, CFP®: Melissa was quoted on WiserAdvisor.com in an article titled, “Gen X at the Crossroads: Baby Boomers’ Kids Could Face a Retirement Squeeze” by James O’Brien. C14-023684

Center Summer Picnic Becomes a Tradition

 Tradition is an important part of The Center’s culture. That’s why we couldn’t be happier to see last year’s picnic turning into a tradition. For our 2^nd Annual Center Picnic, The Center team gathered at Island Lake State Park in Brighton on July 19^th. The day was filled with food, laughs, and competition. The weather wasn’t quite as cooperative as last year, but that didn’t stop anyone from enjoying the day. 

The picnic began with some friendly games of cornhole and balloon animals for the kids. We fueled up on burgers, hot dogs, sausages, chips, cupcakes, and cookies, and then the games began. 

Referred to by some as “The Boyce Show,” Dan was once again the Master of Ceremonies.  Even as the ominous clouds began to roll in, our MC reminded the team that, much like the financial markets, we can’t be deterred by an uncertain future!  Despite the periodic rain showers, Dan maintained order and fun with his trusty megaphone.

The competition was heated in the balloon toss, egg and spoon race, and volleyball matches where The Center team’s passion and determination shined through. We firmly believe the motto:

It’s not whether you win or lose, it’s how you play the game.

Everyone left the picnic feeling like a champion.  However, it should be noted that some team members claim they are already training for next year.

---

A14-026126

Summer Internship Offers Inside Look at The Center

 The summer months provide the perfect opportunity for college students aiming for a career in the financial services industry to shadow some of our knowledgeable team members. We seek out eager learners who work independently and are able to multi-task. We found the perfect candidate in Nick Boguth. This summer he is working primarily with the Investment and Financial Planning Departments. While doing research projects, mutual fund performance reporting, and database updates, he is getting invaluable access to our culture and operation.

Nick Boguth: University of Michigan

A double major in economics and statistics at U of M, Nick Boguth was a natural fit for our team. Nick starts his senior year this fall. Next year he plans on finding a job in the financial services industry and pursuing either the CFA or CFP designation. When hunting for the right internship placement, Nick says he did his homework.

 I researched The Center and it seemed like an established company with similar values to mine, and I knew that I would have a great experience over the 4 months of summer.”

As for his dream job, well, Nick says he’s still deciding whether he wants to focus more on the advising part of the industry or the investment side.

Celebrating our Team

 Three of our team members can boast a combined tenure with The Center of nearly 40 years! We think it says something about our great culture and these three ladies are a very important part of it. Partner Melissa Joy, CFP® joined our team 15 years ago and Partner Sandy Adams, CFP® has been here for 18 years. Jaclyn Jackson, our Research Associate, became part of The Center family 6 years ago. We couldn’t provide the kind of service for our clients without the commitment of these three. Congratulations Melissa, Sandy and Jaclyn and here’s to many more Centerversaries!

---

C14-021757

New Quicken Features for Raymond James Investor Access Users

 If you use Quicken software for Windows or Mac, recent updates to the Raymond James system will help by providing you easier access to your account(s). Quicken Direct Connect is now available to all clients enrolled in Investor Access who use Quicken software for budgeting and money management. Direct Connect communicates directly with a client’s Investor Access account(s), allowing you to update your Investor Access account data directly within Quicken.

Previously, Raymond James offered Quicken Web Connect to Windows users only. Web Connect requires clients to manually log in to Investor Access and take action to update their account information in Quicken. Now, Mac users may also use Quicken Web Connect.

System Requirements

Raymond James supports the following Quicken® products for both Web Connect and Direct Connect:

• Quicken® for Windows – the most current version of Quicken® and the two prior versions
• Quicken® for Mac – Quicken® Essentials for Mac 2010; Quicken® 2007 for Mac using OSX 10.7 or later

Accessing Direct Connect

Current Raymond James Web Connect Users:

You now have access to Quicken Direct Connect but must upgrade your existing account(s) in Quicken to use Direct Connect. You should have received an alert in Investor Access regarding the upgrade requirements. 

New Raymond James Direct Connect Users:

If you have not used Raymond James Quicken Web Connect downloads, you can begin using Quicken Direct Connect by logging into Quicken. You can access the Quicken® Download page in Investor Access by clicking Account Services, Client Tools, and then clicking the Quicken® Downloads link.

---