2023 Year-End Planning Guide
Most of us have a good idea of where we want to go with our wealth – the people we want to spend our time with, the activities that give our lives purpose, the future we want for our loved ones. What’s harder is how we get there.
There’s so much that can change in wealth-building – as well as in our own lives – that sorting through all the uncertainties can become all-consuming:
“Are there experiences or expenses in my life I haven’t fully planned for?”
“Are there smarter uses of my wealth I can take advantage of?”
“What if my life or the market changes in ways I haven’t anticipated?”
“How can I best use my wealth to achieve the things in life that matter most to me?”
That’s what makes planning so important. With a thoughtfully considered plan – one that’s informed by your values and priorities and leans on the expertise, resources and relationship of your Baird Financial Advisor team – you don’t have to be able to predict the future.
Throughout the guide, we discuss many of the issues surrounding your wealth that you should consider before closing out 2023. Look them over, and use them as a conversation guide with your Financial Advisor – so that no matter what 2024 has in store, you’ll be ready.
The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.
Access Our Year-End Resources
Some proactive planning now can make a big difference in the new year.
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Before you close the books on 2023, make sure you've considered these year-end strategies.
