Financial Planning

Checklist: What Issues Should I Consider Before the End of the Year?

As the end of the year approaches, it is time to keep your eyes open for planning opportunities that could be time-sensitive. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance, estate planning and more.

Perhaps you…

  • Are considering making year-end gifts to charitable organizations or family members, and need to determine your optimal funding strategy;
  • Are looking to reduce your income tax liability this year, and are seeking loss harvesting and income-reduction opportunities; or
  • Wish to make a high-level survey of your financial picture, ensuring that you aren’t missing any windows of opportunity that close with the calendar year.

Whatever the case may be, the end of the year is an important time to focus on these planning opportunities.

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. To help you remain on track, we have a checklist that outlines time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year.

Click HERE for the “What Issues Should I Consider Before The End Of The Year?” checklist. If any portion of the checklist refers you to another that could help in your planning, we would be happy to send it your way. Email us the checklist you are looking for at This email address is being protected from spambots. You need JavaScript enabled to view it..

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Allos Investment Advisors®, LLC.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.

Published for the blog on December 13, 2022 by Allos Investment Advisors®, LLC.


12980 Foster Street, Suite 160

Overland Park, KS 66213

Copyright © 2024 Allos Advisors.

Form CRS                            Privacy Policy