End of Year Planning with Cameron and Frank

We’ve entered the 4th quarter! To make the most of your end-of-year, Cameron Hamilton (Director of Financial Planning) and Frank Yozwiak (Director of Estate Planning and Tax) share a few financial best practices and strategies to consider.

Topics discussed include:

+ Cash review and income planning

+ Roth conversions and tax harvesting

+ Retirement contributions and RMDs

+ Charitable giving

+ and more!


Now is the perfect time to sit down with a CERTIFIED FINANCIAL PLANNER™ to share your goals over the coming months. We’re happy to discuss these strategies and more with you when you’re ready: ballastplan.com or 859-226-0625

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