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End of Year Financial Planning For 2023
Manage episode 384131108 series 3469418
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We're nearing the end of the year, but it's not quite over yet! Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years.
Here’s some of what we discuss in this episode:
- Regularly reassessing and rebalancing investment portfolios
- Tax-loss harvesting, required minimum distribution (RMDs), and qualified charitable distributions (QCDs)
- Reviewing medical, life, and long-term care insurance
- Budget and expense management + Social Security cost of living adjustments
- Proactively planning for downsizing + relocating in retirement
- Staying informed about cybersecurity threats
- Gifting to charities and family members + tax considerations
To get in touch with Mike, visit our website: http://principalpreservationservices.com
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