Far too often, I see people waiting until December to tackle money moves that will help them take full advantage come tax season. But December’s a hard month to get things done and so waiting until the last minute is a roll of the dice.

Okay, okay, full disclosure: I can’t take all the credit for this topic. A client suggested this one to me and it was such a good idea, I couldn’t pass it up.  

For this month’s You Oughta Ask, we’ve tapped our good friend and Business Advisor at MACKEY, Kelley Long. She’s a wildly talented CPA, CERTIFIED FINANCIAL PLANNERTM professional, and personal finance specialist, with cutting-edge thoughts about what it means to retire in the modern era.

One monthly subscription here, a streaming service there, these things accumulate — and quickly! A new year is an excellent time to put your money under a microscope.

There’s something about this time of year that gets Andy’s creative juices flowing. Historically, The Prosperity People newsletter has always included a holiday-themed nugget of wisdom from Andy. And this year we’re looking back and recapping our top three favorite festive tidbits.

Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.

Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.

What the heck is this company doing in my ESG fund?

Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.

What are your tips and tricks for electric vehicle purchases?

Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.

What are your tips and tricks for keeping medical bills in check?

Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.