Tax Loss Harvesting

Tax Planning Opportunities in a Shemozzle (aka 2020)

2020 can be described with many adjectives. Chaotic, unpleasant, snafu, and train wreck are just a few colorful terms (fit for print) I’ve heard to describe this year from, well, Hell. Maybe dumpster fire is the metaphor that came to mind for those that watched Jennifer Anniston struggle to extinguish a small fire Jimmy Kimmel set to kill germs on an Emmy award envelope earlier this week.

Fortunately for the winner, the envelope survived the inferno, and all was well. At least in Hollywood. For those of us that don’t make a living pretending to be other people, there may also be some lemonade to be made from the 2020 lemon, too.

Your 2017 End of Year “To Do” List

With so many distractions this time of year, you may think that personal finance would be the last thing on people’s minds. However, taking a little time to add some personal finance “To Do’s” to your year end list could be the best present you could get for yourself or loved ones this year.

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