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End of year to-do list

End of year to-do list

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The end of the year is a time of celebration with Christmas and New Years. You may have your to-do list like shopping for presents, buying holiday meals, getting ready for get togethers, and so on. Don’t forget the other end of year to-do list that involve your financials. Before the year is over, there are some things that has to be done and can’t be done in the new year. For example, if you wanted to do a Roth…

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Do these before end of the year

Do these before end of the year

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After December 31, the calendar year has passed. That means most financial decisions you should have made is too late. You don’t want to be in the situation telling yourself when you’re filing your taxes that you should have done something different with your finances and it’s too late. What are some of the things you can do before the end of the year to help with your tax return? Donate Donating items or money are charitable gifts and you…

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