This checklist includes important year end tasks you need to complete to start the new year in a strong financial position.
Author: Tami McDonald
Tami W. McDonald, CFP®, is the founder of Brookstone Wealth Management. She has a Bachelor of Business Administration with a minor in Finance. She’s a graduate of the College for Financial Planning and an Accredited Private Wealth Advisor, and she holds a Certificate of Masters of Women’s Advisory (meaning she is specially trained to provide wealth advisory services specifically to women). Along with her CFP® and over 30 years in finance and investing experience, Tami holds licenses in Series 7 and 66, Annuity and Long-term Care Insurance.
Year End Financial Checklist
Answers To Your Frequently Avoided Financial Questions
Here’s a list of answers to eight common questions that many people frequently hesitate to ask their financial advisors.
Financial Planning for Every Generation with Brookstone
Financial planning needs are unique to your situation and stage of life. That’s why we offer personalized guidance for every generation.
Is A Backdoor Roth IRA Right for You?
A “backdoor” strategy lets you add money to a Roth IRA, even if your income is above the IRS limit and you can’t contribute directly.
The Estate Tax Exemption Could Fall After 2025. Are You Prepared?
When the Tax Cuts and Job Acts sunsets at the end of 2025, the estate tax exemption could be halved. Be sure to prepare your plan.
How Women Approach Risk in Financial Planning
Women tend to approach investment risk differently than men. This difference influences their financial comfort and decisions.
How To Save For Retirement Without A 401(k)
While 401(k)s are certainly popular, they are not the only way to save for retirement. This article explores alternatives.
How to Build Generational Wealth
Follow these steps to build your personal wealth and promote financial success for yourself and future generations.
Should You Trust an AI Financial Advisor?
Many people are excited to participate in the generative AI boom, but should you trust financial advice from one of these models?
How Expenses Change in Retirement
Retirement changes many aspects of your life including how much you spend, and which expenses consume your budget.
Brookstone Wealth Management Update on Growth in 2023
Our founder, Tami McDonald, shares some exciting personal and professional changes in 2023 from our company and our team.
The Top Four Financial Concerns for Women
These four financial concerns are the most common scenarios women believe will prevent them from reaching financial success.
