Year-End Financial Planning Checklist: What to Discuss with Clients

It’s difficult to believe, but the end of 2023 is almost here. Indeed, it’s been a year of change—from the passage of SECURE 2.0 in late December to increasingly high interest rates to the Supreme Court striking down the Biden administration’s proposed student loan forgiveness program. But one thing remains consistent: Clients need help planning their finances for the new year.
Of course, there’s a lot to consider, including retirement contributions and charitable giving. Our year-end financial planning checklist is designed to make your discussions as productive as possible and keep your clients moving toward their goals.
Demonstrating Your Value
Year-end financial planning conversations will soon be in full swing. With this high-level checklist, you’ll be well prepared to discuss the issues and deadlines that are most relevant to your clients. Use it as a springboard to collaborate with their CPAs, attorneys, and other professionals or to begin laying the groundwork for those with more complicated issues to consider. Your clients will get a jumpstart on the year ahead, and you’ll have the opportunity to demonstrate your value as a trusted resource.
Of course, many clients will likely have more complicated issues to consider. Learn how having a team of experts at your fingertips could be a game-changer for your practice and your clients.

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A Quick Guide to Charitable Giving Options
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Editor’s note: This post was originally published in October 2021, but we’ve updated it to bring you more relevant and timely information.
This material is for educational purposes only and is not intended to provide specific advice.
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