Episode 6 – Top Five Year-End Planning Considerations

Episode 6 – Top Five Year-End Planning Considerations

As we approach the end of 2018, now is the perfect time to start thinking about some important year-end financial planning decisions and to begin looking ahead at what’s to come in 2019.

In today’s episode, Esther Szabo shares her top 5 things you should consider before the end of the year to keep your finances on track.

In this episode, you’ll learn:

  • How the new tax laws may significantly affect your 2018 deductions
  • The benefits of using a donor-advised fund and how to set one up
  • Why it’s essential to check how much capital gains income your mutual funds are estimated to distribute in your taxable portfolio
  • What to consider when looking ahead to 2019
  • How Esther honored her need to be alone and grieve without becoming isolated
  • And more!

Tune in now to learn about Esther’s five year-end planning tips so you can head into 2019 with confidence!

Resources: Gates Pass Advisors | 650-797-0280

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