Year-End Tax Tips And Financial Planning

Dec 6, 2016

With hosting parties, visiting family and preparing holiday meals, December can be a busy month. Probably the last thing you want to think about this time of year is your finances. But with the December 31st deadline looming for certain financial activities, tax and financial experts say the time you spend now will reap benefits in the New Year and beyond.

The deadline is getting close for making a number of financial decisions, from distributions to donations to contributions.
Credit pixabay.com

Joining us this afternoon with year-end financial advice are Certified Public Accountant Agnes Spoelker, a senior tax manager with Barnes Dennig, and Chris Desimio, a financial advisor with Wells Fargo Advisors in Cincinnati.

Listeners are reminded that the information provided on the show is general in nature and may not apply to your personal investment situation.