Notes are short today because I have a crazy day, but more importantly how about my Bulldogs! I do not mention it on today’s show (recorded the show on Thursday before the win), but I was in Athens for most of the weekend and it was just incredible. Ok on to what you came here for…. Personal Finance Info.
On today’s show we discuss:
1st Segment includes information on what you need to look at with your portfolio at year end.
** Harvesting Tax Losses
** Avoiding Year End Mutual Fund purchases until after you determine whether year end distributions have been made by the fund (could be as high as 10% in some popular funds this year).
** Charitable donation reminder
Thanks for listening, and I will try to allocate more time to show notes in next week.