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Eye On Money November/December 2020

Eye On Money November/December 2020

November 08, 2020

We invite you to check out the new issue of Eye On Money! Inside are articles on:

  • Year-end tax planning. You may be able to reduce your 2020 taxes if you act soon. Several tax-minimization tips and strategies are presented here. For specific advice, please consult us before the end of the year.
  • Giving the gift of education with a 529 plan. Don’t miss this one if you want to help a loved one save for college.
  • Rebalancing your portfolio. This installment of the Investing 101 series discusses why, when, and how to rebalance.

Also in this issue, you can check out articles on planning for long-term care expenses and financial tasks you can tackle in under 30 minutes each. Plus, you can travel vicariously to Australia’s Red Centre, discover six national parks that are exceptionally beautiful in winter, and see how much you really know about the world’s oceans. 

If you have any questions please feel free to make an phone appointment here.