2014 SAW REMARKABLE market growth. Because you may have experienced significant gains, now is the time to start meeting with your advisers, accountants, and attorneys to reflect on the year’s events, and to confirm that you have made the most of all available tax savings and investment strategies.
The end of the year is a good time to revisit whether specific strategies make sense for your current situation. Has anything changed since your last review? It is important to ensure that your investment and estate planning continue to reflect your current goals and circumstances.
A well-rounded strategy carefully considers portfolio fluctuations and the attendant tax and planning implications. Have your accountant examine your 2014 capital gains and losses to ensure that they are being aligned to your benefit. It is also a time to turn a thoughtful eye toward 2015 and beyond.
Our team can work with you, as well as your tax and legal advisers, to help you set your course in the coming months.
This column is sponsored by The Thornhill Wealth Management Group.
column by G. CONLEY THORNHILL
G. Conley Thornhill, CFP®, CIMA®
Senior Vice President – Wealth Management
Eric E. Johnson, CFP®, CIMA®
Vice President – Wealth Management
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