It’s easy to ignore finances during the holiday season. But with five weeks left in 2021, there’s still time for year-end moves to slash tax bills or boost refunds, experts say.
While tax planning is a year-round process, the last couple of months may offer the chance to finalize plans or pivot to better strategies, said certified financial planner Bryan Hasling, partner at Lodestar Private Asset Management in Alamo, California.
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