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Time-sensitive planning (action needed)

| November 10, 2022
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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.

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.

Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC Advisory services offered through J.W. Cole Advisors, Inc. J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and Crossett Financial Services are unaffiliated entities. J.W. Cole Financial Representatives do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method. Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for message of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it. 

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