December is a great time to review your entire financial picture and consider some time-sensitive planning opportunities. Consider these year-end financial planning tips and reminders. Perhaps you…
- Are considering making the year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy
- Are looking to reduce your income tax liability this year and are seeking loss harvesting and income-reduction opportunities or
- Wish to make a high-level survey of your financial picture, ensuring that you aren’t missing any windows of opportunity that close with the calendar year.
Here’s a handy checklist outlining Year-end financial planning tips to guide your end-of-year review.
Year-End Financial Planning
Tips & Reminders
in PDF format
This content is intended to be educational and thought-provoking rather than financial advice. When we work together in a financial planning engagement, we discuss your unique personal situation and goals. We examine these factors and many others during our financial planning process to determine appropriate financial strategies for YOU.