What is Year-End planning?

For a copy of our year-end planning checklist, visit: https://elevate-wealth.com/lifelong-learning-library/

As the end of the year approaches, you might hear the term "year-end planning" more frequently, but what does it really mean? In this episode of Elevate Wealth, President & CEO Deanne Rosso sits down with Rob Fezekas, Elevate Wealth's Director of Investment Policy and Wealth Adviser, to unpack the concept of year-end planning and why it’s so important.

Rob explains that year-end planning involves taking specific steps before the year ends to set yourself up for financial and personal success in the coming year. While it often focuses on financial actions—like reviewing investments, making charitable contributions, or maximizing retirement contributions—there are also important non-financial considerations, such as scheduling medical check-ups.

Did you know that only 33% of Americans have a financial plan? Deanne highlights how having a plan and staying accountable can increase your chances of reaching your goals by 42%! It's not about creating a perfect plan but about starting somewhere and knowing where you're heading.

If you’re looking to make the most of your year-end planning and need expert guidance, reach out to us! Visit elevate-wealth.com and click “Let’s Talk” to start a conversation.

Take control of your future with thoughtful year-end planning!

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Видео What is Year-End planning? канала Elevate Wealth Advisory Athens, GA