Danville: Listen In for Your Year-End Financial Checklist!

Danville CA

28 December, 2021

12:52 PM

Description

The holidays are coming to an end, and tax season is just around the corner. That means there are documents to gather, figures to add up and accounts to get in order. This can be an overwhelming task for even the most prepared individual, but it's so important to help you save some big money and end 2021 strong. We know, it's a lot easier said than done, so if you are one of many dreading this time of year, team DMG has your back.  Ready to listen or watch this episode? Press play now! In this new episode of A Place of Possibility, Richard and Angela cover everything you need to know and should include in your year-end financial checklist, including: Why you may want to avoid having money in regular IRA accountsMaximizing your retirement contributionsHow to save through charitable contributionsOrganizing your portfolioMaking sure you don't unknowingly increase your Medicare premiums in 2023Tax-loss harvestingTaxable gains harvesting And more! Our goal is always to ensure that your money works for you. And we hate to say it, but time is running out. So, if it's been a while since you've had a good look at your finances, now is the time. With our year-end checklist, we will help you get the most out of your money and save big time. The New Year is almost here. Press play today! P.S. Looking to meet with Richard or Angela? Want to discuss more of what you heard in this episode? Wondering where the heck you need to get started or what all of this means for your retirement plans? Schedule a free 30-minute session and find the peace of mind you deserve for the rest of your life. Listen or Watch! >>