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!
