MEMBERS ONLY MEETING. What's the financial impact of the changes I made this year? Taxes. Income. Insurance. Gains. Losses. Dividends. Loans.

When
10/21/2022
9:00 AM - 10:00 AM
Location
https://www.afroeconomics.org/Membership-Meetings

Registration

Members Only

Registration is closed

End-of-the-Year Money Moves

What has changed for you in 2022? This year has been complicated for some of you. Did you start a new job or leave a job behind? That's one step. Did you remarry? There's another step.

Did you retire? If notable changes occurred in your personal or professional life, you might want to review your finances before this year ends and 2023 begins. Proving that you have all the right moves in 2022 might put you in a better position for 2023.

Even if your 2022 has been relatively uneventful, the end of the year is still an excellent time to get focused on year-end and see where you can manage your overall personal finances.

Things we will talk about in our meeting tomorrow morning:

Do you engage in tax-loss harvesting?

Do you want to itemize deductions?

Are you thinking of gifting?

Check on the amount you have withheld.

What can you do before ringing in the New Year?

I am limiting my November and December meetings to exclusively members to make sure that your needs are met. So let me know if you need anything.

See you at the Members Only Meeting in the morning at 9 AM.

With Great Respect, JB Bryan

Financial Empowerment for Members Only.

Let's GOOOOOOOOOOO!!!!

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