The year is coming to a close, but there are 17 days to end your year on a high note. 2020 has been wildly unpredictable, but finishing strong can turn a rough year into a manageable one.
Year-End Checklist
- Get your books in order - if you haven't kept good records, let this be a lesson for 2021!
- Understand where you are - what's your financial position? Did you accomplish your annual goals? Is your tax strategy working for you? Don't be afraid to bring a professional on board to help you evaluate your position!
- Plan for the coming year - what are your goals? Timelines? Needs? Start planning and set up a monitoring plan now!
- Prepare your taxes - don't wait until the last minute!
|