There are many planning strategies you can take before the year ends to help potentially reduce your 2022 tax liability and maximize your financial plan as we move into 2023. Most investment-related strategies must be complete by December 31, 2022, so it is important to act now.

If you're planning a Roth conversion or evaluating the tax implications of Roth contributions, consider the barbell strategy for your retirement planning.

2020 Medicare Open Enrollment is Oct 15 - Dec 7. Have you reviewed changes to your plan? Make sure your 2021 plan fits your needs.