The Good Life | April/May 2023

Investor360°® Account Aggregation Platform Our Investor360°® account aggregation platform, Plaid, was replaced by Envestnet | Yodlee on Friday, May 5. Moving to this platform will provide you with advanced functionality and a more reliable experience. What to Do You’ll need to actively relink your accounts to aggregate your data.    Click on the link below where you can find training materials to help you with relinking your accounts. View the client email here.

THANK YOU - United Way of Union County We're excited to announce that with YOUR support and the support of our team here at McCarthy & Cox we broke the TOP 10 for 22-23 donations to United Way Union County - coming in at #8! Together, we continue to strive to help our clients and community live more purpose driven lives!

What You May Have Missed

Join us for a $1,500 CARES Fund Matching Challenge! We are hoping to fund more needs in the community with YOUR HELP! The McCarthy & Cox CARES Fund helps provide for those in our community and unfortunately there are many. With your help (and an extra $3,000) we can help more people! Donate here today: https://bit.ly/3MEDP1la CARES is housed at the Union County Foundation and donations can be made via check or online. THANK YOU!

Le Herron Rising Leader Award Ceremony Sunday, a beautiful day, where we honored the legacy of a great man and the 16 students who accepted the Le Herron Rising Leader Award. We're looking to a year full of learning and great connections. This program would not be possible without community support and our sponsors: Memorial Health, Richwood Bank, Connolly Companies, McCarthy & Cox Retirement & Estate Specialists LLC, Impact60, Honda Marysville and Scotts Miracle-Gro. Learn more about this community program for Union County students at leherron.com.

Firm News Megan and her family welcomed their son/brother. Megan will be on leave until early June, soaking up newborn snuggles, and all the new things that come when your family expands. If you need assistance during this time call our office, 937.644.0351, and our staff is ready to help.

OPINION: What do you wish you knew when you were younger? You've heard it once if not twice or more - "I wish I would have known that when I was younger!" So we are asking you - what do you wish you knew when you were younger and what would you tell those who are "younger?" We want to hear your wisdom and share it with the next generation! Please reply to this email with your answers and we hope to feature them in an upcoming information series. Don't forget to connect with us on Facebook, LinkedIn and YouTube to keep up to date on the latest information - simply click on the icons below. ‌ ‌ ‌

Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.