Episode 42: Year-End Tax and Financial Planning with Alexa Kane
December 8, 2020
18 min
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Episode 42 · December 8, 2020
Episode 42: Year-End Tax and Financial Planning with Alexa Kane
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18:00This episodeEpisode 42: Year-End Tax and Financial Planning with Alexa Kane
Summary
In this episode Melissa Fradenburg is joined by Alexa Kane, CFP®, to discuss year-end tax and financial planning steps, specifically for 2020. It has been a crazy year for many, but you still have time to get organized and stay-on-track for your financial goals. We will discuss: · Have your goals or circumstances changed & does this change your investment strategy? · Do you have any unrealized tax losses that it would be appropriat...
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