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What tips can you provide for year-end planning?

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Need a clear, efficient end-of-year financial strategy? Our quick video lays out essential steps to close the year strong.

Randy’s Top Year-End Planning Tips:

  • Review investments & tax strategies: Ensure your portfolio aligns with goals and use tax-smart moves like Roth conversions or harvesting losses.
  • Max out retirement savings: Check your 401(k), IRA, HSA, and other accounts to optimize for 2025 contributions.
  • Plan major expenses: Project upcoming costs—education, healthcare, capital purchases—so you’re not caught off guard.
  • Refresh your budget & goals: Compare actual spending to your budget, update your financial goals, and carry lessons forward.

Watch the full video to dive deeper into each step, hear real-life examples, and prep your finances with confidence.

Gerber, LLC (“Gerber”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Gerber and its representatives are properly licensed or exempt from licensure.