2024's Best Stocking Stuffer: Financial Freedom (PART 1)

The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve.

From maximizing your retirement contributions to revisiting your estate plan, learn how to make the most of your financial situation as we approach 2025. We have plenty of stocking stuffer ideas so stay tuned for part two of the discussion next episode.

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

• Have you maxed out your retirement contributions for 2024?
• The benefits of consolidating old retirement accounts and the best way to it.
• Two clients stories about estate planning.
• Why would you want to harvest losses for your next tax return?

 

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.