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