In this Issue:
January 1: New Year's Day
January 15: 4th Quarter Estimated Payments Due
- January 20: Martin Luther King Jr. Day
- Start Tax Planning for the New Year
- Adjust Withholdings
- Organize Filing Records
- Schedule Tax Consultation
- Rebalance Investment Portfolio
Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don't forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year's resolutions on track.
Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.