As the year draws to a close, we would like to share these year-end planning opportunities that could further your financial goals. You may be:

• Considering year-end charitable or gift giving, and are looking for the most tax-efficient funding strategy to achieve your giving goals.
• Exploring ways to reduce your income tax liability through tax-loss harvesting or other strategies, or
• Reviewing your overall financial picture to ensure you are taking advantage of planning opportunities before year-end deadlines.

With so many opportunities and deadlines to consider, year-end planning can be a complex process. We are here to help you through that process, and now is an ideal time to connect and ensure your plans are on track. To help you start, we’ve prepared a checklist of key considerations to guide your review and set you up for success in the year ahead.

What Issues Should I Consider Before The End Of The Year?

 

While checklists and flowcharts can help you identify different opportunities, we are always available to meet with you to discuss your financial needs and goals, and to help identify what the best opportunities are for you.

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.