
Year-End 2020 Tax Tips
Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year
Consider opportunities to defer income to 2021, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year-end bonus or delay the collection of business debts, rents, and payments for services in order to postpone payment of tax on the income until next year. Accelerate deductions
Look for opportunities to


Do You Have a Will?
Although 76% of U.S. adults say having a will is important, only 40% actually have one. The most common excuse is, "I just haven't gotten around to it." It's probably not surprising that older people are more likely to have a will, but the percentage who do is relatively low considering the importance of this legal document. Source: Caring.com, 2019 It's not too late to create your estate plan. To learn more, contact MNM Vested, LLC.

Year End Investment Checklist
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these five year-end investment tasks. 1. Evaluate Your Investment Portfolio
To identify potential changes to your investment strategy, consider the following questions when reviewing your portfolio: Ho