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On today’s show, we discuss how charitable giving factors into your year-end tax planning preparation. A little forethought and some guidance from a financial professional can help you maximize your generosity – which could make a big difference in another person’s life this holiday season. According to experts, giving could give your own health and happiness a big boost as we head into the new year.
No, we can’t look back at 2017 and tell you definitively how the market is going to behave in 2018. But we can look for potential “rhymes,” the lessons of the past year and the trends that may echo into the next. In particular, I think there are four important takeaways from 2017 that you should keep in mind when discussing your 2018 financial plans with your fiduciary advisor:
As you’re working your way through the holiday bustle and thinking ahead to 2018, use these five tips to set solid resolutions that won’t melt away before the end of January.
We’re big on planning ahead at Keen Wealth. So over your holiday break, take a moment to go through my end of 2017 checklist. Tie up any loose ends, get some meetings on your calendar, and you’ll be ready to hit the ground running in 2018.
Did you know that only 8% of people actually keep their New Year’s Resolutions? Those numbers are pretty dismal. On the surface, it can make the January tradition of goal setting and personal improvement seem somewhat pointless. Although the data on New Year’s Resolutions isn’t very promising, I have learned over the years that the key is “progress not perfection”.