Jay A. Wurtzler, CFP, CDFA

Are you ready to get shredded? Don't worry - there's no fitness involved! Back by popular demand, we're hosting our annual drive-thru Shred Event one month fr...om now on April 10th! Do you have documents that need to be destroyed? Keeping confidential information secure is essential - but holding on to documents you no longer need can pose a threat to your identity and can cause a data breach. Join us at our drive-thru at The Aventine Building in front of the Capital Growth Office on April 10 from 9:30am to 11:30am. Bring your unwanted documents (tax returns, processed checks, financial statements, etc.) and have them shredded while chatting with our financial advisors. Tell your friends - this event is free!

We don’t know how 2021 will play out, but that doesn’t mean we can’t set intentions and take ownership of our goals. This month’s Visual Insights Newsletter explores how to set powerful goals when we don’t know what the future holds. Check it out here!

How can we set goals when we don’t know what happens next? Kick off 2021 strong by setting authentic goals amid uncertainty. Learn more here!

https://capitalgrowthinc.com/capital-growth-spotlight-jay-/ Tap for more info

Think smart people can't get scammed or maybe we’re too smart to get caught up in a scam? Might be surprised to see all the ways even savvy folks can be ensnared. Check out this month’s Visual Insights Newsletter to discover today's common financial scams (and how to avoid them).