You may have some time-sensitive planning that needs action before the year ends.
The 2022 window of opportunity is closing and I don’t want you to miss out.
If you'd like my help, email or call me now and I’ll get you on my schedule immediately.
Here's what some clients have asked us about recently:
- Fund year-end family or charitable gifts in an optimal way
- Reduce your tax liability through tax-loss harvesting
- Review your retirement contributions for the year to make sure you're maximizing your savings
- Wrap up your 2022 Required Minimum Distributions
- Review your big picture before 2022 opportunities close for good
The end of the year is a busy time for everyone, and I don’t want you to miss out on any of the key deadlines or final opportunities of the year.
Because if we don’t take action by December 31st, they’re gone, done, and as my uncle used to say: finito.
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?
Just email me at [email protected] or call the office at (928) 639-3828 and I’ll put you on my schedule.
P.S. Who do you know who could use a second look at their strategies in this turbulent year? Please forward this blog to them or let me know. I save a few slots each week to work for friends of clients.
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