Tax bundling

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#249 Portfolio Clean Up with Dan Forbes

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The end of the year is the perfect time to clean up your portfolio, says our guest, Dan Forbes, CFP®. Many moons ago, Dan was my intern and he is now the owner of the thriving Forbes Financial Planning in RI, where he specializes in working with individuals and small businesses. He was named a Certified Financial Planner Board of Standards Ambassador and appeared in the Board’s media campaign in 2014. He is the financial planning expert and weekly contributor to www.GoLocalProv.com and also appears on NBC 10 and ABC6, and contributes to Providence Business News, US World & News Report and Time Magazine.

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Dan noted that end of the year is a perfect time to dump tax losers and to also clean up your portfolio. He warned that you should compare your positions to the appropriate benchmarks. Dan mentioned an interesting Morningstar article about 529 plans and also mentioned that immediate annuities are once again back on his front burner.

Finally, Dan was nice enough to mention the fact that I was named one of the top 10 Influencers on LinkedIn...and I am keeping some pretty fancy company on this list!

Here are a few of the resources that we mentioned during the show:

Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how to contact us:

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