The worst investment and tax planning ideas for 2024 will be those you get in 2025! It’s too late to do much about them. As Ben Franklin quipped “Its better to strike a straight blow with a crooked stick than spend time trying to straighten it out first”. So here is a baker’s dozen checklist of items we look at for our clients. These include:
• Investment ideas
• Ideas to accumulate capital (a jargon-ey way of saying savings)
• Tax strategies
• Specific ideas for Retirees, Executives, and Business Owners.
And, the holidays are upon us and who wants to do financial stuff. I get it. But, perhaps you can think ofthese as a new year resolution and look at them in 2025 to better plan for your 2025 taxes.
Happy Holidays!
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