Description

The new year is just around the corner! If you missed out on ways to maximize your tax deductions for 2024, don’t fret. Let’s focus on what you can do in 2025 to ensure that you stay as efficient as possible. The end of each year is a good time to fund accounts, engage in tax-loss harvesting, and set your new financial goals. Brian Wiley and Jeremiah Bates will provide ideas on what you can do in the new year to make the most out of your money. Plus, they’ll explain what to expect in terms of economic policies, the future state of the markets, and how it all affects your investment portfolio.