Year-End Planning - Part One
- Aaron Kolkman
- Dec 8
- 1 min read
Updated: Dec 9
This week, we turn to year-end money moves to help strengthen your position. When is a good time to rebalance in (and after) a bull market? What about your retirement accounts -establishing them, funding them, distributing from them? What if you’re a business owner? What are the options?
These are the questions we'll help you answer - and beyond what AI can give you! We hope you capture year-end giving and planning opportunities. Enjoy!
Weekly Verses:
Do not lay up for yourselves treasures on earth, where moth and rust[a] destroy and where thieves break in and steal, but lay up for yourselves treasures in heaven, where neither moth nor rust destroys and where thieves do not break in and steal. For where your treasure is, there your heart will be also. - Matthew 6:19-21 (ESV)
References:
English Standard Version Bible, 2001, Matthew 6:19-21
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