“Because calendars often become more cluttered between September and year-end, midsummer is a good time to take a closer look at your financial life,” advises the author of today’s article, who proceeds to outline a number of financial tasks that retirees may want to tackle now rather than later. First up on this to-do list? Making a preliminary assessment of whether you’ll itemize deductions or take the standard deduction – and why it may be best to think multiyear when making this determination. For more, CLICK HERE.
A Midsummer Financial To-Do List For Retirees
Tags:DeductionsFinancial LifeInvestInvestinginvestorRetiredRetiree To Do ListRetireesRetirement InvestingRetirement Planning