Dec 07 2023 20 mins
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Here’s some of what we discuss in this episode:
- What rebalancing means and why you want to make sure you have money split into the right buckets.
- The tax planning strategies to consider before the year ends.
- What should you review when it comes to insurance and your health options.
- Evaluating your expenses, income, and your spending plan.
- Why cybersecurity needs your attention right now.
Connect with Eric Judy online at https://www.judyfg.com/ or by calling 217-303-1711. You can also book a complimentary review at https://calendly.com/ericjudy