End of Year Financial Planning For 2023

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. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.   Here’s some of what we discuss in this episode: An update on Ryan’s CFP test. The importance of rebalancing your portfolio and managing investing risk. The tax strategies to consider that could save you money next April. Why we need to look at budget, income, Social Security and other areas that determine financial health. Tax considerations with gifting but the other considerations to make for giving to heirs or charities.   Visit us online: https://blackoakam.com/ Get in touch with the Black Oak team: https://blackoakam.com/contact-us/ Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI