Focus on Your Financial Strategy - December 2020

By Kevin M. Smith, CLU, ChFC, President, KMS Wealth Management, Inc.
Mon, Dec 14, 2020

What should you make of this for your financial strategy? Here’s what to do: focus on the future and remember your long-term goals. Let’s turn to what you can control and specific actions you can take. 

You’ve built a diversified long-term financial strategy and there are things you can prioritize before year-end to help maximize your tax benefits and investments now. Any changes you make are based on your specific goals and the market conditions, not on sentiment about who is elected. 

Four Money Moves You Should Prioritize Now
The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that will count towards the current year. 

If you’ve been slow to tackle your financial to-do list this year, consider completing your checklist before the end of the year. No matter how eager you are to say goodbye to 2020, it doesn’t mean you should leave money on the table. 

Get started on your year-end financial checklist with four money moves you should prioritize now. Read more.


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