2024 Year-End Planning Tips

Are you looking to get a head start on your year-end financial planning? In this informative video, we share essential tips to optimize your finances before 2024 comes to a close. Watch the video and learn:

• How to navigate open enrollment and evaluate changes to your employee benefits.
• Tax strategies to consider, including Roth vs. Traditional contributions and tax loss harvesting.
• The advantages of maximizing your HSA contributions for triple tax benefits.
• Critical items to review annually, such as insurance policies, beneficiaries, and estate plans.

Watch now to gain valuable insights that will help you take control of your financial well-being and start 2025 on the right foot!