Preparing for your financial success before 2019

Good Morning CT Weekend

(WTNH)- The confetti will fly as we ring in 2019, but we can’t let the ball drop before setting ourselves up for financial success.

Local financial professional, Roger Cowen, Owner of Cowen Tax Advisory Services, came to Good Morning Connecticut to talk about five things to do before the clock strikes twelve on New Years!

Cowen says the first thing you should do is prep for tax season. The second thing you should do is consider a conversion. Third, Check your withholding, Fourth, Max out your future, and last clean up accounts.

Cowen says you may need to make updates also if there are any major life changes like births, deaths, marriages or divorces.

For more information, you can watch the video above or head to his website:  http://www.cowentaxgroup.com.

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