tax-loss harvesting

End of Year Financial Planning For 2023

As the year winds down, it’s crucial to ensure your financial house is in order. 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.

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Ep 66: End-of-Year Financial Planning

Today’s Hack: What financial moves should you make before the year is over? Have you talked with your financial advisor about these strategies? Let’s review the items that are most important at the end of the year. Click the timestamps below to jump ahead in the episode… Video Version: Other Retirement Facts: As wrap up…

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