“You have to understand that from the family’s perspective, and especially from hers, there are ways of doing things”
– Prince Harry
With just 9 trading days left in the year, go through your brokerage account one last time and review your unrealized / realized gains, as well as your capital gain distributions. There is still time for tax loss harvesting.
Flights from where you are to Aruba are on sale.
If you are reading this knowing you need to take your financial life to the next level. Please reach out. Simple as that.
How can we serve you? We invite you to contact us today so we can help answer any questions you may have about your financial situation.