We wanted to leave you with plenty of time prior to year-end to prepare for the most important decisions you can make for your finances. This is even more important since we’re all still getting used to the Tax Cuts & Jobs Act. Melissa Joy of Pearl Planning, in affiliation with Sherri Stephens of Stephens Wealth Management, hosted a webinar this month with 2018’s actionable year-end financial checklist.
If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.[1:50] An update on recent market volatility [3:08] An introduction of the partnership between Pearl Planning and Stephens Wealth Management [5:00] A review of new tax brackets [6:08] Reminder of new standard deduction and why fewer American’s will itemize in 2018 [13:30] Conversations and questions we’re discussing with clients regarding the planning implications of the new tax law [16:12] Charitable gifting reminders in context of the new tax law [19:13] Enrollment reminders — Open Enrollment, Health Care Exchanges reminders — for more here, read our recent blog [22:00] Medicare enrollment reminders and a resource we have for clients like you [23:30] Relevant strategies for right now [27:45] Important dates to remember including housekeeping for the 2018 tax season
If you have questions regarding your personal financial picture and year-end financial opportunities, please reach out to us by calling 734.274.6744 or Melissa.Joy@raymondjames.com. Also, don’t miss our upcoming webinars and events. You can find them here.
Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.