Broker Check

Year End To Do's

November 15, 2023

As we approach the last 45 days of '23, we would like to remind you that now would be a good time to get your pro forma tax calculation and retirement plan funding completed. Now is also a great time to make sure that you know exactly what you own and why. Tax loss selling and end of the year fund distributions can trip up your financial strategy with unknown gains/losses so let us be your source of knowledge and comfort as we wrap up this year.