Updated: Jan 1, 2020
Moves Savvy investors make before year's end
Some of you may feel as if you have been left
behind as "Wall Street romps to new all time
Even if you enter this season thinking you're just not
doing so well, there are a number of steps that you
can take before the end of the year that will free up
cash for Christmas!
Lets take a look...
You'd be surprised at what Santa can pull out of his bag of goodies.
Tax Loss Harvesting
Charitable Giving Grouping
Retirement Plan Review
Retirement Distributions (RMD)
Health Care Expensing and Planning
Review Student Loans
Estate Plan Review
Learn the many creative ways that you can free up cash for Christmas, Let's make a plan.
As a Registered Investment Advisor I represent my clients as a fiduciary. "Your Success is my only interest" Reach out for a Free Consultation and Financial Review.
Book online or call 228.229.5020
Put yourself in the BLACK this FRIDAY!
2020 Vision = Take control of your financial life