Financial & Tax Planning To-Do's Before Year-End
Financial & Tax Planning To-Do's Before Year-End
Financial and tax planning is a process that occurs over multiple years. The tax code and your financial situation (income, employment, family dynamic) change over time. What you need to consider this year may not be a consideration next year. Before taking action this year, consider how your situation might change from one year to the next. For example, if you retire this year, your income next year may be considerably lower in 2026. Consult your tax or financial advisors before engaging in any transaction.
Keeping your situation in mind, click the button below to bring up a checklist of issues to consider before 2026, including RMDs, tax planning, cash flow, health insurance, estate planning, and more. Year-end financial planning is just one of the many services included in the proprietary CFO process Hurlow Wealth Management Group offers to clients. For over two decades, the Hurlow Wealth Management Group’s team of CERTIFIED FINANCIAL PLANNERS™ based in Bloomington and Indianapolis, Indiana, have assisted Midwest Millionaires™ in 26 states through tax, insurance, and other financial planning issues. Click here to schedule an introductory call to see if their services are right for you.
