Capping off a year of unprecedented events, economic and personal changes, as I write this, Americans are going to the polls, in an election that’s been touted as one of the most important in our lifetimes.
What should you make of this for your financial strategy? Emotions are running high, and pundits are outlining very different scenarios depending on results. Here’s what to do: focus on the future and remember your long-term goals.
Then, turn to what you can control and specific actions you can take. Together we have built a diversified long-term strategy, and there are things we can prioritize before year-end to help maximize your taxes and investments. Any changes we make are based on your goals, not who is elected.
Here are some articles that I found insightful. Please feel free to share them, and to get back to me with any questions or thoughts you may have.
Year-End Financial Checklist: 4 Money Moves You Should Prioritize Now
Nov. 2, 2020
The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that will count towards the current year…