Year-End Financial Planning for 2026: Five Decisions to Review Now

Written By: Scott Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®, AWMA®

Prepare for 2027 with essential year-end financial planning strategies. Explore ways to optimize tax efficiency, manage investment gains and losses, evaluate Roth conversions, plan charitable giving, and assess future cash flow needs. Learn how coordinating with your financial advisor before year-end deadlines can help align your tax, investment, and long-term financial goals.

Year-End Financial Planning for 2026: Five Decisions to Review Now