If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.
You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the family you love. With the projected modification of the current legislation, 2023 looks like a year to potentially benefit those interested in creating a wealth transfer planning strategy through generational giving.
Any small-business owner could attest that everyone needs a break sometimes. And the holiday season may provide an opportunity to take a few days (or longer) for yourself—whether traveling, spending time with the family, or simply sitting at home and decompressing.
If the end of the year has you in planning mode, you’re not alone—starting a new year may be a great opportunity for a review and renewal. What steps might you take for next year?
Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.
Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.
