The end of the year is a great time to start thinking about your finances for the upcoming year. So Peter with Richon Planning and Erin Kennedy are sharing 5 tips you can start now, to help you get on track for 2025.
1. Perform a Budget and Emergency Fund Checkup
2. Max Out Your Roth IRA (and HSA)
3. Consider Tax Loss Harvesting
4. Rebalance
5. Consider a QCD
If you’d like to talk through your financial goals for 2025 and how you can achieve them, please reach out to Peter for a complimentary consultation by calling (919) 300-5886 or visit www.RichonPlanning.com
