End of Year Financial Planning For 2023

We’re nearing the end of the year, but it’s not quite over yet! 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. Together, we’ll navigate through essential topics like managing RMDs, explore tax-saving opportunities, and even touch on how to protect yourself from cybersecurity threats this time of year. You don’t want to miss this, so stay tuned!

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

  • Regularly reassessing and rebalancing investment portfolios
  • Tax-loss harvesting, required minimum distribution (RMDs), and qualified charitable distributions (QCDs)
  • Reviewing medical, life, and long-term care insurance
  • Budget and expense management + Social Security cost of living adjustments
  • Proactively planning for downsizing + relocating in retirement
  • Staying informed about cybersecurity threats
  • Gifting to charities and family members + tax considerations

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.


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