End-of-year opportunities for your finances

During November and December, I want to help you spot time-sensitive planning opportunities.

Perhaps you…
• Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy;
• Are looking to reduce your income tax liability this year and are seeking loss harvesting and income-reduction opportunities; or
• Wish to make a high-level survey of your financial picture, to help identify any missing windows of opportunity that close with the calendar year.

Whatever the case, the end of the year is an important time for a conversation.

Tracking numerous deadlines and to help avoid missed planning opportunities can be challenging during these busy months.

To help ensure that you remain on track, 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?

Call Kathy at (678) 278-9632 and we’ll schedule a time to talk. (Reach out today, as times for these conversations are extremely limited, as I’m assisting valued clients with conversations like these.)




“Time passes: yesterday has gone for ever but tomorrow never comes. Let’s make the most of today.”

― Robert Ashby

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