Your 2021 Year-End Financial Planning Checklist

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.

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