Year End Financial Moves for Gen Xers (Ep. 7)
December 31st is the last day for you to make decisions that will impact your taxes, and your financial plans for 2023. Are you prepared?
In this episode, Will provides 10 financial tips to help you be in a better financial position at the end of the year. Listen in as he touches on important moves like investing, tax deductions, and emergency funds.
And in the spirit of the holidays, Will lists his top 5 holiday movies; the Gen X edition.
Join in, and prepare for the new year as Will discusses:
- Why you should review your cash flow due to the 2022 inflation
- The areas of your estate planning you should update before the end of the year
- Why you should revisit your investment goals, and how to rebalance your portfolio
- And more!
Resources:
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
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