As the year closes, financial planning opportunities emerge that can set the stage for a stronger future.
How do you make the most of tax strategies, savings tools, and estate planning before the calendar turns? What should be reviewed now to avoid last-minute stress in December?
In this episode, Peter Raskin shares a practical year-end checklist covering investments, tax strategies, cash flow, insurance, and estate planning. He explains how timely action helps families and business owners finish the year prepared and step confidently into the new one.
Peter discusses:
- Reviewing investment accounts for gains, losses, and portfolio rebalancing
- Tax strategies, including Roth conversions, charitable giving, and timing of income
- Maximizing cash flow and savings through HSAs, 401(k)s, IRAs, and 529 plans
- Evaluating insurance coverage, deductibles, and Medicare enrollment deadlines
- Revisiting estate planning, gifting opportunities, and beneficiary designations
- And more!
