year-end planning

End of the Year Planning Considerations

As 2023 swiftly comes to a close, it's time to make sure that we have our finances in order to properly prepare for the new year. Let’s discuss some of the financial matters that folks should consider addressing before the December 31st. From maxing out your retirement contributions to tax loss harvesting, this episode is packed with valuable items to think about!

End of Year Financial Planning For 2023 (Part 2)

We're back to finish unpacking our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.