Man push number zero down the cliff where has the number 2021 with blue sky and sunrise. It is symbol of starting and welcome happy new year 2021.

Episode 40: New Year Tips

Dec 31, 2020

Many people become reflective as the New Year approaches.  We are going to talk about financial tips to implement before year end and how to position yourself for success in the New Year.

Here are just a handful of the things that we'll discuss:

  • Max out your 401k, 403b, 457, IRAs or other retirement contributions
  • Pay attention to your deductions.  Pay expenses off early if it will put you over the standard deduction
  • Harvest gains and losses from your stock market investments
  • Set up a budget and review your investments

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