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 …

Read more