5 Considerations for Your 2020 Year-End Planning

Between the upcoming holidays, election, and COVID-19, the fourth quarter of 2020 will be a busy time for many.

While we can’t predict what the coming months will hold, there are preparations we can put into place to help us achieve our best possible position, mentally and financially, for the coming year.

In this episode, Esther Szabo helps you prepare to tackle your year-end planning tasks by sharing 5 things you should think about as you plan for your transition into 2021.

In this episode, you will learn:

  • Why you should book your tax review with your advisor
  • Ways your cash flow powers your financial vehicle
  • How current world events could impact the markets
  • Possible estate tax changes
  • And more!

Tune in now and discover how you can prepare for a smooth transition into 2021 with your year-end planning!

Related: 5 Tips for Managing the Loss of a Loved One