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M*: A Midyear Financial To-Do List for Retirees

FYI: Summertime seems to play tricks with our sense of time.

Even as the days are longer and the pace of day-to-day life seems more languorous, those precious summer days and weeks fly by at lightning speed. It's already mid-July, and the rows of patio furniture and garden hoses in my local Target have been replaced by aisles of backpacks, notebooks, and lunch boxes. It's not ridiculous to start making plans for Labor Day weekend, or, for that matter, to line up priorities and travel plans for the fall.

Because calendars often become more cluttered between September and year-end, midsummer is a good time to take a closer look at your financial life. Are there any tweaks or adjustments you can make now to improve your portfolio or reduce your tax bill for the 2019 tax year? While the deadline for the tax-related jobs is Dec. 31, there's no reason you need to wait until the very last minute to plan or even execute them. If you're retired, here are some of the key financial jobs to tackle.
Regards,
Ted
https://www.morningstar.com/articles/936538/a-midyear-financial-to-do-list-for-retirees
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