Tag: Financial Checklist

FEATURE
Building Your Year-End Financial Checklist (Ep. 142)

Building Your Year-End Financial Checklist (Ep. 142)

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As the year closes, financial planning opportunities emerge that can set the stage for a stronger future.

How do you make the most of tax strategies, savings tools, and estate planning before the calendar turns? What should be reviewed now to avoid last-minute stress in December?

In this episode, Peter Raskin shares a practical year-end checklist covering investments, tax strategies, cash flow, insurance, and estate planning. He explains how timely action helps families and business owners finish the year prepared and step confidently into the new one.

Peter discusses:

  • Reviewing investment accounts for gains, losses, and portfolio rebalancing
  • Tax strategies, including Roth conversions, charitable giving, and timing of income
  • Maximizing cash flow and savings through HSAs, 401(k)s, IRAs, and 529 plans
  • Evaluating insurance coverage, deductibles, and Medicare enrollment deadlines
  • Revisiting estate planning, gifting opportunities, and beneficiary designations
  • And more!

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This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

FEATURE
Proactive Year-End Financial Planning for 2024 (Ep. 128)

Proactive Year-End Financial Planning for 2024 (Ep. 128)

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The end of the year brings a crucial opportunity to review and optimize financial plans. 

 

In this episode of The Wealth Is In The Details Podcast, Peter Raskin dives into year-end financial planning strategies to keep you ahead of the curve. 

Understanding your tax brackets, planning for capital gains and losses, and utilizing charitable contribution strategies are pivotal in managing your finances efficiently. 

Whether you’re dealing with capital gains, preparing for retirement, or ensuring your estate plan is in order, there’s actionable advice for everyone looking to secure their financial future.

Peter discusses:

  • Tactics to strategically manage capital gains and losses to optimize your tax situation
  • The importance of understanding tax brackets and how they influence your financial planning
  • Effective approaches to charitable planning and how they can impact your overall tax strategy
  • The implications of IRMAA on your Medicare premiums and how to manage income triggers effectively
  • And more!

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Schedule Time with Peter

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Disclosure:

This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

FEATURE
Assessing Your Year-End Financial Goals (Ep.94)

Assessing Your Year-End Financial Goals (Ep.94)

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In this new year, you may be wondering what to set aside to reach your financial objectives. If this topic has been on your mind, now is the time to act.

In this episode, Peter Raskin walks you through a year-end assessment of financial goals and makes suggestions on how to improve for next year. Peter shares his financial checklist and breaks down what each task means, things to consider, and your goals. 

Peter discusses:

  • The most important things to review for the year-end
  • Significant objectives vs. small objectives
  • Important ages and what to consider when the time comes
  • And more

Resources:

Connect With Peter: 

Schedule Time With Peter:

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Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.