As we approach the end of 2018, now is the perfect time to start thinking about some important year-end financial planning decisions and to begin looking ahead at what’s to come in 2019.In today’s episode, Esther Szabo shares her top 5 things you should consider before the end of the year to keep your finances on track .Related: Are You Overlooking These Financial Termites?
In this episode, you’ll learn:
How the new tax laws may significantly affect your 2018 deductions The benefits of using a donor-advised fund and how to set one up Why it’s essential to check how much capital gains income your mutual funds are estimated to distribute in your taxable portfolio What to consider when looking ahead to 2019 How Esther honored her need to be alone and grieve without becoming isolated And more! Tune in now to learn about Esther’s five year-end planning tips so you can head into 2019 with confidence!
