Year-end tax planning can be overwhelming so I called in Justin Waring, Senior Total Wealth Strategist with our Chief Investment Office, to help us cut to the chase. He gave us 5 important things to do before year-end to best optimize your retirement and tax planning

5 things to do now to optimize your year-end tax-planning

5 Things with Tracy Byrnes is a fast, fun, informative way for female founders to gather the knowledge they need to run their business. Byrnes, a former FOX Business anchor and reporter, is now a financial advisor with a mission to empower, encourage and enlighten female entrepreneurs. In each episode she will pull from her arsenal of experts to help founders take their businesses to the next level. Every episode will offer the &#34;5 things&#34; they need to know about a particular subject, so come ready to laugh and learn as we tackle everything from getting loans to analyzing cash flow.

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5 Things with Tracy Byrnes is a fast, fun, informative way for female founders to gather the knowledge they need to run their business. Byrnes, a former FOX Business anchor and reporter, is now a financial advisor with a mission to empower, encourage and enlighten female entrepreneurs. In each episode she will pull from her arsenal of experts to help founders take their businesses to the next level. Every episode will offer the "5 things" they need to know about a particular subject, so come ready to laugh and learn as we tackle everything from getting loans to analyzing cash flow.

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5 things to do now to optimize your year-end tax-planning

5 things to do now to optimize your year-end tax-planning