Smart Money MovesReady to wrap up your year on a strong financial note? In this episode, Keith Collins of Keith Collins, Inc. walks through the essential end-of-year financial checklist—from maxing out retirement accounts and harvesting investment gains or losses to reviewing RMDs, charitable giving, and Roth conversions. Discover why these steps matter, how to avoid costly mistakes, and what to bring to your first financial consultation. Whether you’re planning for retirement or just want to make smarter money moves, this conversation offers practical advice to help you finish the year with confidence.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.
