Financial Tips to Act on Before the End of the Year

Written By Jodi Vleck
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As the end of 2020 approaches, there is a shrinking window of opportunity to act on key financial strategies that could make a difference to your tax filing and ongoing financial plan. The window of opportunity for you to trim your 2020 tax bill, save for retirement and leverage strategies to secure your financial futures is closing swiftly. In this digital webinar we help you identify what strategies may be beneficial to you and enact a plan on how to execute them. We discuss topics such as..

  • Prepaying 2021 real estate taxes IF you itemize on your return

  • Planning ahead for your charitable giving

  • Leveraging your losses

Watch our full video with all 14 tips below.

 
Jodi Vleck
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