Personal Wealth
Calendar December 31 Date On Top Desk Next To Glasses

Year End Financial Tips

Another year is essentially over, but there is still time to get a couple financial items off your to do list before the year end. While there are lots of things to do when it comes to personal finance, there are a few that are time sensitive and have annual deadlines. Here are some items you’ll want to check off your list before December 31st.

Personal Wealth
Shopping Mall Crowd Shoppers Walking Busy

Tony’s Take: Responsible investing is a great option

I was struck by two news items last week that said a lot about where we are as a society and where we need to go. The first was the annual consumer orgy known as Black Friday, the kick-off to the Christmas shopping season. Once again, there were scenes from the U.S. of stampeding shoppers, frenzied merchandise grabbing and even fist fights as people tried to get in on bargains.