Kelley talks about what we need to consider strategically as the year draws to a close.  Most of the bullet points are about good tax moves.  She also looks at changes to Social Security coming in 2024 including the COLA, maximum taxable earnings increasing as well as the earnings test.  Then the conversation turns to what you may face in retirement such as restlessness and the need to re-define yourself.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors