End-of-Year Tax Planning Tips
As the holidays approach, so does tax-planning season. Although tax planning is an ongoing process, the year-end is a great time to review your finances and implement strategies to reduce your yearly tax burden.
As the holidays approach, so does tax-planning season. Although tax planning is an ongoing process, the year-end is a great time to review your finances and implement strategies to reduce your yearly tax burden.
One of my favorite financial quotes of all time comes from Carl Richards, CFP® professional, author, and financial planning industry thought leader. The quote comes from his book The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money, where Carl explains how our financial behavior and decisions can cause issues in our lives.