Good morning!
With Fall right around the corner, it’s a great time to reflect on the year so far, and reset your focus on the future.
This year has likely felt uneasy for investors because the market has been volatile. Together, we've focused on things we can control (the long-term outcomes), not the day-to-day journey. One of our commitments is to help you cut through the hysteria of the financial media and avoid expensive financial mistakes.
Ways we've recently helped clients improve their position:
- Reviewing tax returns to identify opportunities to save
- Analyzing Roth conversions (extra attractive in times of market weakness)
- Refining retirement dates and exploring early retirement where possible
- Determining the optimal Social Security strategy to maximize benefits
- Harvesting losses in investments to save on taxes (either now or in the future)
We thank you for the trust, confidence, and the opportunity to serve you.