Free Special Report: 2021 Year-End Portfolio Checklist

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.

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