Emily & Amanda discuss why these important items should be on your 2021 checklist. This list includes rebalancing your portfolio, capital-gains, tax withholding adjustments, retirement and HSA contributions, charitable giving and college savings. 
 
All links and resources can be found at <a href='https://propelfinancialadvisors.com/connecting-the-dollars'>www.connectingthedollars.com</a>

Emily & Amanda discuss why these important items should be on your 2021 checklist. This list includes rebalancing your portfolio, capital-gains, tax withholding adjustments, retirement and HSA contributions, charitable giving and college savings. All links and resources can be found at www.connectingthedollars.com

Emily &amp; Amanda discuss why these important items should be on your 2021 checklist. This list includes rebalancing your portfolio, capital-gains, tax withholding adjustments, retirement and HSA contributions, charitable giving and college savings.&nbsp;
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All links and resources can be found at <a href="https://propelfinancialadvisors.com/connecting-the-dollars" rel="noopener noreferrer">www.connectingthedollars.com</a>

Your 2021 Year End Financial & Tax Planning Checklist

Connecting the Dollars is a podcast co-hosted by Emily Agosto, CPA and Amanda Vaught, JD. In each episode, Emily and Amanda explore personal finance topics affecting Gen X and Millennials and share experiences to help make sense of an often confusing and changing industry. Join them as they discuss timely topics and answer commonly asked questions they hear as financial advisors at Propel Financial Advisors.

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Your 2021 Year End Financial & Tax Planning Checklist

Your 2021 Year End Financial & Tax Planning Checklist