5 Financial Moves to Make Before the End of the Year
Managing Your Financial Future with Lucia Capital Group

5 Financial Moves to Make Before the End of the Year

2022-11-08

As the year winds down, your opportunity window is also closing to get some things taken care of in 2022.  Taxes, retirement plan contributions, RMDs, charitable contributions -- these are things that need to be done before the new year.

What money moves do you need to be concerned about while there's still time?  Tune in to this week's episode of Managing Your Financial Future with podcast host Johnny Dean and his guest, "Professor" Rick Plum, CFP® and get the details!

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