How the Pandemic Affected Your Finances- Season 4: Episode 9

If it seems to you like 2020 was an unusual year, you’re right – in more ways than one!  Of particular concern to many people was their financial situation.  Whether it was dealing with a job loss or change of employment, working from home, unemployment benefits, stimulus checks, or something else entirely, there’s little question that our finances were impacted in many ways.

As we approach tax season, it’s important to understand how your finances were affected last year, and what repercussions there may be for your own tax situation.  In this week’s episode of Managing Your Financial Future, show host Johnny Dean speaks with “Professor” Rick Plum, CFP®,  about some pandemic-related conditions that may have a big impact on your money, business, and life.

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

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