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Care for Your Finances (And You!) This Holiday Season

Now that the holidays are upon us and 2020 is quickly approaching, most people are busier than ever.

Even if you feel like you’ve run out of time to take care of your finances this holiday season, there is still time for some year-end financial planning. In this episode, Esther Szabo guides you through aspects of your financial life to keep in mindthis month, so you can enter the new year with confidence.

In this episode, you’ll learn:

  • The benefit of Roth IRA conversions
  • Year-end considerations for your investment portfolio
  • How you can use a donor-advised fund to give on your terms
  • The importance of self-care during the holidays, especially for those in transition
  • And more!
  • Join Esther now and consider how you can spruce up your finances this holiday season!Related: How to Move Forward During Times of Stress and Uncertainty