Description

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.

Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.

Here’s some of what we discuss in this episode:

• What is Desmond most thankful for this year as we approach Thanksgiving?
• How to evaluate your investments and portfolio heading into the new year?
• Should you consider a Roth conversion?
• Assessing your spending and budget.  

Contact Desmond:

Visit https://www.clcfinancial.com/ or call 910-323-5700.