Our Top Year-End Money Moves – Vimeo thumbnail

Private Wealth

Make These Year-End Money Moves

From retirement savings to tax-advantaged giving, CAP STRAT’s Wealth team offers the best practices and moves to make at the end of the year. Highlights include:

– Maximize retirement contributions
– Budget/cash flow check-in​
– Adequate emergency savings​
– Check your investment strategies
– Consider selling investment losses (Tax-loss harvesting)​
– Giving and gifting – Consider a charitable donation​
– Make annual gifts to children and family members​
– Review your estate plan & designated beneficiaries​

Email the CAP STRAT Team with any questions at researchteam@capstratig.com! Or call us at 630.320.5100.

Neil Davies

Neil Davies, CPWA

Senior Private Wealth Advisor

https://player.vimeo.com/video/633172223 Neil is a Certified Private Wealth Advisor (CPWA) in the firm’s private wealth practice. He advises individual clients on…

Michael Babicz

Michael Babicz

Private Wealth Associate

Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.

Molly Powers

Molly Powers

Private Wealth Associate

Molly advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Molly.

Carrie Walters

Carrie Walters

Private Wealth Associate

Carrie advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Carrie.