End of Year Financial Planning For 2023

It’s that time of the year again! 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.

We’re also excited to welcome David Lawrence, CFP®, AIF®, on today’s show, who is new to the podcast, but has been with Kemp Harvest Financial Group for over seven years now. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition. Stay tuned to see what you can learn!

 

Here are the 7 categories we’re focusing on in today’s episode:

• General Planning and Investment Strategies- including reviewing investment accounts and retirement contributions
• Taxes- focusing on RMDs, tax loss harvesting, and Roth conversions
• Insurance and Healthcare Planning- considering open enrollment, long-term care + looking at your personal health
• Income- evaluating current and future sources of income, budget, and expenses
• Real Estate and Relocation- looking at downsizing, upsizing, or moving
• Technology- checking cybersecurity, passwords, and checking credit reports
• Generational Wealth Considerations- gifting to family and charities, legal document review + organization

 

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/