Wrap 2020 Up Right

We’re in the final stretch of 2020, a year that has been one of the most challenging in recent memory. How are you handling the stress and emotions that come with any holiday season and made even more intense by covid-19 restrictions? I hope that you are managing to infuse some holiday joy into your life regardless. Personally, I am looking forward with hope to a better new year.

Let’s end the year on a high note—financially. We can take steps before year-end to ensure you are getting the most out of your investments and minimizing your 2021 tax bill.

Here are some articles that I found insightful over the past week. I hope you will enjoy reading and share with your network. I’d love to hear what you think and to discuss your year-end planning.

Video: Unprecedented Is 2020 Word of the Year: Ritholtz

Dec. 7, 2020

Barry Ritholtz: “The unprecedented comes along all the time…32 new highs in the market?…

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Time Is Running Out to Skip RMDs and Get 401(k) Coronavirus Hardship Withdrawals. Here's How to Act to Minimize Future Taxes.

Dec. 5, 2020

Americans worried about financial stress from the pandemic have until year’s end to take…

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Tech Tips to Celebrate Holiday Traditions—When Your Family’s Far Apart

Dec. 3, 2020

Faced with Christmas in quarantine, far-flung families are finding ways that their smartphones,…

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Does More Money Really Make Us More Happy?

Dec. 2, 2020

How often have you willingly sacrificed your free time to make more money? You’re not alone. But…

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Kiplinger: Trim Your Tax Bill in Your Family Finances

Dec. 2, 2020

Use these strategies to trim your upcoming tax bill — and avoid a tax surprise…

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