💰️Financial Moves To Avoid Before a New Year

DavidMannaioni_CFFP
DavidMannaioni_CFFP Level I 2023, FP ABFP, FP FPQP, FP 515, CFFP Faculty & Instructors Posts: 38
edited August 20 in Financial Planners Professional Community

Some financial moves are pretty obvious for us to know to avoid when entering a new year; however, there are many financial moves clients don't often think about or know to avoid altogether. Last month, our very own expert @CFP_PHD Sara Stolberg Berkowicz (certified financial planner), was featured in an AARP article on 9 Financial Moves To Avoid Before the New Year where she shared some helpful advice on when to pay bills and the impact December divorces can have on your taxes.

Check out the article and let us know which tip you feel is least talked about or share some moves you suggest should be avoided when entering a new year.

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