Alright everybody, three months left to go in 2021. Are you ready? It’s been a very solid year for the market, and even though volatility has returned over the last month, we can still make it a great end to the year.
Here’s what I’ve been reading this morning:
‘Tax Planning: Lifetime Tax vs. Yearly Tax’ – Mullooly Asset Podcast
- In this week’s podcast episode, the guys discuss why tax planning should be thought about in terms of lifetime tax, instead of year to year tax. Tax planning is so much more than focusing on reducing your tax bill as much as possible on a yearly basis.
‘These Social Security Mistakes Could Cost You Money’ – Michelle Fox – CNBC
- The decisions surrounding Social Security are so important to so many people in retirement. Making the right decisions can improve your financial well-being significantly. This article takes a look at a few mistakes to avoid.
‘Tracking Our Lowest Close in Two Months’ – Eddy Elfenbein – Crossing Wall Street
- As we close out September, some major market indexes were touching levels we haven’t seen since earlier this year. Eddy shows a few data points on the topic and some economic data to keep our eyes on in the fourth quarter.
- When we begin the financial planning process with clients, it all starts with cash flow. Another name for cash flow planning is budgeting. This article takes a look at the importance of budgeting and how to get started.
ENJOY!
