Year-end Planning

Michael on December 15th, 2008
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Today’s the final year-end post.  Earlier posts on this topic include using your FSA funds before losing them, maximizing your match in December, taking tax advantage of any capital losses, and year-end IRA considerations.
So where are you?
You: Me?
Yes.
You: I’m right here.
No, I know that. I mean where are you financially?
You: I was hoping you could [...]

Continue reading about Year-End Financial Planning Tip #5: Where Are You?

Continuing on my year-end theme, I blogged yesterday about using your FSA funds before losing them.  Previously, I discussed the importance of maximizing your match in December.  Today’s tip, and one of the most commonly discussed, is those capital losses.
You: What are capital losses?
When the DC hockey team plays the Bruins.
You: What?
Forget it. Inside joke.
You: [...]

Continue reading about Year-End Financial Planning Tip #3: Oh, those losses on capital (and some obtuse sports jokes)