Positive Steps To Take In A Pandemic

Mar 26, 2020 | Retirement, Taxes

What positive steps can you take for your finances during a global pandemic?

Morningstar Inc. recently created this video4 Ways to Turn a Down Market to Your Advantage”. These are solid strategies to consider, and implement in the right financial situations:  tax-loss harvesting, mortgage refinancing, IRA to Roth conversions, saving more if possible, and, spending less for a couple years if you’re in retirement.  One or more of these steps may be right for you.