The end of the year is a great time to revisit your financial progress and prepare for a fresh start in the new year. As you look back at 2021, what worked for you and what didn’t? What are your financial goals and personal priorities for 2022? What steps are you taking to gain control of your finances and enjoy the life you’ve always wanted?
To help you plan for the year ahead, download this Year-End Financial Planning Checklist to put yourself in the perfect position for just that—a successful year.
Inside, you’ll find ways to help you:
- Project your income and marginal income tax bracket for 2021 and 2022
- Evaluate gifting strategies to minimize taxes
- Consider refinancing your mortgage to improve your monthly cash flow
- Make adjustments to your retirement goals
- Rebalance your portfolio and review your risk tolerance
- Review business continuity plans
- And much, much more!
If you have questions as we move toward 2022, the team at Opal Wealth Advisors will be happy to discuss your needs and goals. Request a free consultation today to get the most out of your year-end financial planning.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
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