Don’t miss these seven essential year-end financial tasks

As the year comes to a close, it’s time to turn your attention to your tax and retirement planning. With the tax deadline well behind us, accountants have more availability for tax-planning meetings. This is an opportune time to reflect on the year and make any necessary changes to your financial strategy. You can start by checking off these seven year-end financial tasks. 1) Tax-loss harvesting Take the time to analyze your portfolio and determine …

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How to Survive Retirement

Many people find retirement to be a daunting prospect. After spending years in a routine of work, retirement marks a significant change in lifestyle that can be overwhelming for some. The prospect of losing the daily structure and social interactions that work provides can leave some retirees feeling lonely and without a sense of purpose.