Christmas and New Years are just around the corner. So, have you made an appointment for year-end financial planning?

On this episode, Abe shares the things they look out for when having these meetings at Abich Financial Services like required minimum distributions (RMDs), tax loss harvesting, and optimizing allocations.

We also discuss Wall Street’s latest catchphrase, "T-bill and chill." Abe explains why short-term Treasury bills are gaining popularity among investors, especially those in their 50s, 60s, and 70s. Learn how these low-risk instruments may offer more stability during market fluctuations and could be an attractive alternative for conservative investors.

If you're approaching retirement, uncertain about your investment strategy, or seeking comprehensive advice, connect with the team at Abich Financial Services to start your conversation with Abe and his team today.