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November 18, 2021

What Issues Should I Consider Before the End of the Year?

What Issues Should I Consider Before The End Of The Year

The end of the year is 6 weeks away. When it comes to your financials, there are some important things to consider this time of year.

Take stock now and be sure you don’t miss any important deadlines. Listen to the entire episode for tips and instructions on what you should be doing to set yourself up for 2022 and beyond.

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1 What Issues Should I Consider Before The End Of The Year 2021.pdf

2 What Issues Should I Consider Before The End Of The Year 2021.pdf

Need Help?

The financial advisors at Shotwell Rutter Baer work with many clients to maximize their retirement plan benefits and abilities. If you would like to find if there is more you can do with your plan, give us a call at 517-321-4832.

Check out our Strategic Reliable Blueprint process here. 


About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.