A Year-End Planning Checklist to Help You Wrap Up 2019

Presents? Check. Tree? Check. Decorations? Check. Food and drink? Check. A thorough review of your tax-loss harvesting options? See, I knew you were forgetting something! Believe me, I understand that your checklist for the month of December is probably spilling onto another page already. And it's not much fun to sit around the fire and think about filing taxes in April. But there's less than two weeks left to consider some moves that could have a major impact on how you wrap up 2019 and progress into 2020. On our last episode of the year, we go through the important year-end planning decisions that you, your spouse, and your fiduciary advisor need to discuss before December 31st.