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. 

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

• What rebalancing means and why you want to make sure you have money split into the right buckets.
• The tax planning strategies to consider before the year ends. 
• What should you review when it comes to insurance and your health options. 
• Evaluating your expenses, income, and your spending plan. 
• Why cybersecurity needs your attention right now.

Connect with Eric Judy online at https://www.judyfg.com/ or by calling 217-303-1711. You can also book a complimentary review at https://calendly.com/ericjudy