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End-of-year opportunities for your finances

End-of-year opportunities for your finances

November 14, 2023

During November and December, I want to help you spot time-sensitive planning opportunities.

Perhaps you…

  • Are considering making 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.

Whatever the case, the end of the year is an important time for us to get together.

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months.

To help ensure that you remain on track, I’ll walk you through a step-by-step checklist to help make sure you’re buttoned up for the year and can head into the final stretch with confidence.

Would you like my help?

Call the office at (703) 779-7410 or schedule online