A new year means you are one year closer to going to college or graduation, starting your career, going back to school, your kids going to college or your retirement. Any upcoming life events that require you to make changes to your financial goals
Go to your financial planner before year-end to do tax planning. That may involve selling long term securities with capital losses to offset capital gains in order to reduce your upcoming tax bill. You want to review your 2020 financial goals with a planner.