There are many things to consider for the new year that's approaching.  Needless to say, 2020 was absolutely terrible for many.  For some, not so bad, but we see this year being a learning experience for all of us to notice that anything can happen at any given point in our lives.  For that reason, we must have a plan. 

This week and next week, we give you a two part series of some end of the year planning tips to make sure you take advantage of the benefits and tax breaks you're allowed during the year.   (Keep in mind, we do not give tax advice, and always recommend you visit with your tax advisor to find out the best route in terms of breaks and other deductions you're trying to make happen during tax time).

We hope you enjoy this podcast, and wish you and yours a Merry Christmas!