Financial checkup for 2021
There are many benefits to planning as we head into year end. Having a solid financial footing helps with all of the levers of financial management including tax planning, retirement savings, and protecting your loved ones.
The 4th quarter is upon us and tax reform is still a possibility by the end of the year. It is hard to say whether our government will be able to get anything passed before year-end but it is good to be prepared and know where you stand one way or the other.
If we have some clarity before year-end, Mosaic Fi stands ready to help you navigate and make sound decisions. We will also send you the updates as they become available.
We have put together some planning tips to consider before the end of the year. It is a best practice to cover these items with your financial advisor and tax advisor to make the most of your situation.
If any or all of these tips resonate with you, we can help you navigate through them as well as help you set goals. Please let us know if we can be of assistance.
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