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As 2020 comes to a close, now’s the time to do some financial planning. Matt has some important topics you should cover with your advisor. We'll also spend talk some about first-time homebuyers and how to approach your mortgage. Read more and get additional financial resources here: https://wp.me/p9B077-Mo What we discuss on this show: 2:53 – Maximize 401k 4:55 – CARES Act 6:35 – RMD charitable contribution 9:04 – Deductions on Schedule A 11:25 – Pull money out of the IRA? 13:25 – Tax credits 16:26 – First-time homebuyers 17:58 – Find a good Realtor