We’re putting the finishing touches on another tax season, thanks to the IRS extending the filing deadline this year to May 17. And if you’re like most people, I’m sure you’re feeling pretty good to put 2020 in your rearview mirror.
This year especially, our hindsight is 2020 – i.e., it’s easier to be knowledgeable about an event after it has happened. So in light of what you survived last year, here’s an important question: What will you do differently to better prepare for what may come in 2021?
Whatever that goal or thought may be, I’m here to help you pursue it. When it comes to a tax refund or stimulus, many people are choosing to put that money to work in their investments. Now is also a great time to top up life insurance and finalize any estate planning loose ends. Let’s put you in the best position we can to weather what might come next. I have some ideas for you.
Here’s some useful info to see you through this week and the final days of tax season. Feel free to share with people in your life who could benefit. These articles from the top publications in the world are available for you to read and share without a subscription, and it’s a special service I’m happy to provide. Enjoy and let’s talk soon!
Help Manage Your Wealth by Following These 5 Best Practices
May 7, 2021
Although working with a wealth manager is invaluable, Patrick Rush, chief executive of Triad Financial Advisors, says any investor looking to participate in managing their wealth can do so if they follow five best practices.