Good (Financial) Housekeeping, Year-End Edition

2019-12-14 10_25_36-brown push broom on dust pan photo – Free Broom Image on UnsplashAs you wrap up presents this holiday season, you might also want to consider wrapping up some financial loose ends. Such as? Today’s article outlines some year-end financial housekeeping tasks to consider, whether you’re retired or aim to be retired someday. For more – including “a tax strategy for diversifying big positions” – CLICK HERE.