Year-End Planning Checklist

As we near the end of the year, an important, yet often forgotten task awaits your attention..

The year-end checklist

Most people think, “cue the scary music”, but in reality – it hurts less than you think, and the benefits could be.. Significant.

This week, Regina walks through a simple year-end checklist. From rebalancing after a strong market, smart tax moves (loss harvesting, QCDs, Roth moves), retirement to-dos (catch-ups, RMDs) to family gifting/beneficiary clean-ups – you’ll be heading into 2026 confident and on track.

The only question is, which action are you going to take first?