January 2020

This month:

January 1

– New Year’s Day

January 15

– 4th Quarter Estimated Payments Due

January 20

– Martin Luther King Jr. Day

Start tax planning for the new year

– Adjust withholdings

– Organize filing records

– Schedule tax consultation

– Rebalance investment portfolio


Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don’t forget you still have time to fund your IRA!

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