Level Up Your Finances: Year-End Strategies

The end of the year is upon us. Louie Valdez of Westlake Village, CA recommends with a little bit of planning, strategies are available to reduce your income taxes, maximize your charitable giving, and position yourself favorably as the new year begins. An 8-step year-end checklist 1. Harvesting losses Even in the best of times,… Continue reading Level Up Your Finances: Year-End Strategies