Most financial planning strategies are long-term, spanning multiple years. But some opportunities expire once the calendar year ends. In a recent webinar Heritage Financial’s Director of Financial Planning, Ed Jastrem, and Wealth Manager, Kenzie Ferris, discuss strategies that can help you maximize your wealth before 2022 draws to a close. They also introduce a longer-term planning opportunity that can lead to meaningful tax savings for those with significant wealth if they begin the planning process early enough.
If you are a client of Heritage Financial we’ve got you covered, we’ve been staying up to date on all of these things throughout the year.
If you aren’t a client of Heritage Financial yet but wondering how you might maximize your wealth by using some of these strategies, let’s talk.