November is here, bringing a month filled with important holidays. We honor our veterans on Veterans Day and gather with loved ones for Thanksgiving—a perfect time for reflection and gratitude.
This season, consider giving thanks by spending quality time with family and friends, donating to a favorite charity, or helping a local organization.
One of the best gifts you can offer your loved ones is the promise of a secure and prosperous future.
Let’s schedule a call this month to review your current plan.
Key Dates
- Nov. 5 – Election Day
- Nov. 11 – Veterans Day
- Nov. 28 – Thanksgiving Day
- Nov. 30 – Small Business Saturday
Market Insights
Here’s a look at the market for the last year, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.
*As a reminder, past performance on any investments or the stock market are not indicative of future performance.
Year-End Tax Strategies
With the end of the year quickly approaching, it’s an ideal time to explore ways to reduce your tax exposure for this year — and possibly into the future. Some examples include:
- Contributing more to your retirement plan accounts
- Evaluating the different distribution options for your IRAs and/or qualified plans.
- Funding a Roth IRA or completing a Roth IRA conversion
View the flyer below to learn more about these tax-reduction strategies and others, and then let’s meet to discuss your personal situation.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
The opinions expressed and the materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Past performance is not an indicator of future results. 7188949DH_OCT26
I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience.