We work together with our clients to achieve successfulness in their long term goals. It’s all about the relationships we build. Knowing your entire financial picture is just part of the process. We are much more than that.
George RegisterAs the year comes to a close, here are a few tips we recommend. Check with your advisor before the year is over to see what steps you should take.
Retirement
Maximize retirement contributions Remind clients to maximize their contributions to retirement accounts, such as 401(k) IRA, before the year-end deadline.
Charitable Giving
Suggest clients explore charitable giving options to reduce their tax liability.
Budgeting and Debt Management
Help clients develop a budget for the upcoming year.
RMDs
Required Minimum Distributions (RMDs)
Capital Gains and Losses
Review clients’ investment gains and losses for the year.
George Register