Jan 20, 2021
AMR shares new year #financialplanning housekeeping tips: maximize plan contributions, update dependents, take delayed capital gains, rebalance portfolios, review insurance, take RMD if turning 72 or older this year, allocate funds across buckets, pay off debt, and automated savings contributions and debt payments.
Bill Blaisdell from the Cape & Islands Veteran’s Center provides an update on the Dennis House, which is scheduled to open February 1st.
Don't forget to take advantage of AMR's Complimentary Portfolio Review offer. Learn more at AMRfinancial.com.