Year-End Planning

Countdown To Investing in the New Year: 10 Questions to Ask Yourself

If one of your New Year’s resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year’s Eve countdown tradition, ask yourself these 10 questions to help review your investment plans. 10. What’s My Investment Timeline? Not every investment is appropriate for every timeframe. Someone who hopes to retire in […]

Read More

Year-End Tax Planning Basics

The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2022 tax year. Timing is everything Consider any opportunities you have to defer income to 2023. For example, you may be able to […]

Read More

5 Year-End Tax Planning Questions to Ask Your Financial Professional

The average U.S. income tax rate stands at just over 13%—and if you’re like many taxpayers, you’re always looking for new tips and tricks to help reduce this percentage.1 There are a number of different tax planning moves you can make before December 31 to reduce your owed taxes. But how can you know which […]

Read More

Trusts and Year-End Planning: A Checklist

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated. When you set up a trust, you transfer assets from your name into your trust’s name while you still retain control of the assets until you die. Trusts can hold many different assets, […]

Read More
" "