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


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.