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Tax Planning Tips for 2020

When it comes to taxes, it’s never too early to start planning. Although 2019 isn’t quite over yet, planning for tax season now can give you a big advantage when it comes time to file. Here are a few key ways to make tax filing smoother come 2020. Read the full article, courtesy of CNBC, here: https://www.cnbc.com/2019/12/27/tax-planning-now-can-make-big-difference-in-2020-irs-filing.html

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Eight Ways to Manage Your Holiday Spending

As much joy as generous gift giving can bring, for too many folks it’s also a source of financial stress. But your holiday shopping doesn’t have to get the best of your emotional and financial health this year. Before you head to the mall or the Internet to make purchases, consider these tips to manage your holiday spending. Read the full article courtesy of Forbes.com here: https://www.forbes.com/sites/advisor/2019/11/24/8-ways-to-manage-your-holiday-spending/#660f53f0696b

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Managing Your Cash in Retirement

Managing Your Cash in Retirement

Whatever the size of your nest egg, retirement will likely mean big changes in your financial life. Sources of income can shift, as can expenses. Financial priorities often change as well as you move from saving for retirement to generating income from your hard-earned retirement savings. Learning the differences between between cash flow and liquidity, and knowing how to balance the two can give you a big head start on your retirement budget.

Read the full articel on the Fidelity website here: https://www.fidelity.com/viewpoints/retirement/managing-cash-flow

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Cyber Monday 2019

In an official release, Amazon has announced the following Cyber Monday deals:

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Selling Your Business? Look to Employees First.

Selling your business is always a challenge. but research shows that employers can benefit from selling to employees. It reduces presale prep (the arduous work that goes into making a business more attractive for would-be buyers), allows for a gradual transition, and generates greater loyalty and productivity among the rank and file. See the full article from Inc.com here.

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Market Data

Market DataBank: 3Q 2019

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Suite 200
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Phone: 925-314-8500
Fax: 925-314-8504
elliot@prosperityfg.com

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