Your Finances Took a Hit From the Pandemic. Here’s What You Do Now.

September 24, 2021
Illustration of three people walking on a large, orange coronavirus symbol. Each appears to be in mid-step, with the first person leading, the second holding their arm, and the third following behind. The image symbolizes navigating challenges.

Even if your finances took a hit during the pandemic, there are steps you can take to right the ship. Donna Trainor, CFP, CFA, senior associate at Homrich Berg, discusses how preparing your finances for tax season is one of the most important steps to take in Ron Lieber’s NYT piece.

Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

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