End of Year Financial Planning For 2023

Join us for a thoughtful episode where we unpack 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.

 

Here’s some of what we discuss in this episode:

• An update on Ryan’s CFP test.
• The importance of rebalancing your portfolio and managing investing risk.
• The tax strategies to consider that could save you money next April.
• Why we need to look at budget, income, Social Security and other areas that determine financial health.
• Tax considerations with gifting but the other considerations to make for giving to heirs or charities.

 

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