The COVID-19 crisis has caused financial stress to reach all-time highs. As trusted advisors, insurance agents and brokers can offer clients resources to navigate the financial pressures brought during this pandemic year. As we near the end of 2020, the window of opportunity to trim tax bills, save for retirement and leverage strategies to secure one's financial future is closing. Some of these opportunities arise from temporary measures intended to help people cope with the pandemic, which will expire at the end of the year. To help Americans make these moves in a timely manner, the American Institute of CPAs has offered tips from its cohort of CPA financial planners. Click through the gallery to see six financial planning tips for the end of 2020. Related: |

   

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Michael S. Fischer

Michael S. Fischer is a longtime contributing writer for ThinkAdvisor. He previously reported on trade and intellectual property topics for the Economist Intelligence Unit and covered the hedge fund industry for MARHedge and Reuters News Service.

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