End Of The Year Checklist And Preparing For 2024

<p>So, another year ends. Did you stop to think about everything you are grateful for, and how to prepare for 2024? We have some financial tips for you:</p> <ol><li>Year-end checklist: <ul><li>Required Minimum Distributions: What are they, how are they calculated, who do they apply to, and why they are important?</li> <li>Qualified contributions: The difference between company-sponsored plans and individual retirement accounts (IRAs)</li> <li>Charitable gifting</li> <li>Tax Loss Harvesting</li> </ul> </li> </ol><ol><li>Preparing for 2024: <ul><li>Start planning by reviewing 2023, what worked and what didn't? Amplify your successes and identify why you may have fallen short in some areas so you can address them.</li> <li>Goal setting: Start thinking of goals you'd like to accomplish in 2024 and why. Understanding the "why" will help provide purpose and conviction, ultimately increasing your probability of success!</li> </ul> </li> </ol><p>Tune into the Crystal Clear Finances YouTube Channel and learn more!</p> <ul><li>Watch us on our <a href='https://www.youtube.com/channel/UC8kKzuD7S_cxkmt1iUEHzbw'>YouTube channel </a></li> <li>Find out more on our website at <a href='http://crystalclearfinances.com/'>http://crystalclearfinances.com/</a></li> <li>Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.</li> <li>For a daily dose of inspiration and courage – Follow us on <a href='https://www.instagram.com/crystal_clear_finances/'>Instagram</a>!</li> </ul> <p>It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.</p>