Last-Minute Wealth Management Tips for 2022 Whether you’re still shopping for holiday gifts or you have them wrapped and ready, don’t forget to set aside time to give your finances a little attention before the calendar turns. To help you finish the year strong, we’ve pulled together a checklist of straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio today may help prevent headaches and lower your tax bill come April. You’ll find answers to the following questions: Should you rebalance your portfolio? How do you offset future gains with losses? Have you done all you can to defer or avoid taxes? What’s the most effective way to make the biggest impact with charitable donations? It’s never too soon to become a proactive planner and more-informed investor. Please complete the form on this page to receive this free, no-obligation checklist today! For more information, please call us at (800) 492-6868. Tax information contained herein is general in nature, is provided for informational purposes and is not to be taken as tax advice.