January 2020

In this Issue: 

• Make Your Cash Worth More

  Banking tips to help you cash in
• There's Still Time to Fund Your IRA
• 2020 Retirement Plan Limits
• Fail-Proof Your New Year's Resolutions

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! You can also try the following fail-proof tricks to keep your New Year's resolutions on track.

Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.