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End of Year Financial Planning


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With the last weekend of summer behind us, thoughts of end of year financial planning are upon us. Have you asked yourself the following questions?

  • What positions in my portfolio have run down considerably and are candidates for a capital loss to be realized?
  • Did I take my RMDs this year? Am I sure I got them right?
  • Was my charitable gifting strategy in line with my purpose and was it done with tax optimization in mind?
  • Did I contribute the correct amount to my 401k and/or IRA accounts?

If any of these questions have crossed your mind, give us a call and let’s discuss!

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