Year-End Financial Planning Tips

As 2020 comes to a close, now’s the time to do some financial planning. Matt has some important topics you should cover with your advisor. We'll also spend talk some about first-time homebuyers and how to approach your mortgage.
 
Read more and get additional financial resources here: https://wp.me/p9B077-Mo 
 
What we discuss on this show: 
2:53 – Maximize 401k
4:55 – CARES Act
6:35 – RMD charitable contribution
9:04 – Deductions on Schedule A
11:25 – Pull money out of the IRA?
13:25 – Tax credits
16:26 – First-time homebuyers
17:58 – Find a good Realtor

Investment Decisions Going into 2021

After a long year in 2020, many of us want to make sure 2021 starts off right. On this episode of the podcast, Matt answers several questions from listeners and clients when it comes to making wise investment and financial decisions in the new year.
 
Read more and get additional financial resources here: https://wp.me/p9B077-Mk 
 
What we discuss on this show: 
3:36 - How can I avoid market volatility but still save for retirement?
9:32 - Do you understand how Social Security works?
13:27 - Should you refinance when close to retirement?
20:46 - What’s your opinion on flipping houses as an investment strategy?
22:33 - What are the tax implications?