Elevate your financial confidence with FNDFG’s Annual Service Calendar
Every change in season gives us a chance to reflect on the past and plan for the future. Our Annual Service Calendar helps ensure that each season focuses on key financial priorities so that you can achieve your goals with clarity and security.
No matter the time of year, FNDFG’s tailored services address all aspects of your financial well-being. From tax strategies and retirement contributions to Roth conversions and estate planning, we proactively manage your needs with expertise and precision.
Key planning highlights for each season:
Start the year with a strong financial foundation:
• Prepare your CPA Tax Summary Letter for streamlined tax reporting.
• Establish required minimum distributions (RMDs) with maximum tax efficiency.
• Maximize retirement contributions for IRAs and self-employment plans.
• Schedule a comprehensive portfolio review to assess your holdings and risk profile.
Take advantage of growth opportunities with strategic planning:
• Participate in annual tax-planning meetings to optimize your long-term strategy.
• Explore tax-saving strategies like rebalancing, tax-loss harvesting and managing capital gains.
• Refresh your financial plans with updated forecasts and actionable goals.
Stay on track with mid-year reviews and updates:
• Evaluate your financial goals and scorecards to monitor progress.
• Revisit Roth conversion analyses for additional opportunities.
• Update key estate planning documents, including powers of attorney and gifting strategies.
End the year on a high note with thoughtful financial organization:
• Strategize year-end tax moves such as tax-loss harvesting and capital gains management.
• Finalize Roth conversions for tax-advantaged planning.
• Review insurance policies (e.g., Medicare, life, LTC) to ensure they still meet your needs.
• Complete your year-in-review to revisit essential planning and investment areas.