This time of year presents an opportunity to check in on your financial goals and revisit the strategies that best position you for year-end and the coming year. In this webinar, Litman Gregory Senior Advisors Chris Wheaton, Monica Muñoz, and John Baxman cover a variety of important financial planning topics to guide your planning, including:
The webinar slides can be viewed here.
Insight Newsletter—Third Quarter 2022
Read our latest Insight Newsletter. Included this quarter is our recent investment commentary, an update on inflation-protected bonds, an overview of I Savings Bonds, cybersecurity protection tips, tax planning strategies, team announcements and more!
‘Tis the Season for Giving: Charitable Gift Planning
Giving Tuesday – a global day of philanthropy – is a fitting time to consider your charitable goals and how to maximize your impact on the causes and organizations most important to you. In this post, we share strategies that we find helpful in planning discussions with our clients, including how to engage your next generation in philanthropic giving.
Planning for One Thing That’s Certain: Taxes
With just a few months left in a year full of uncertainties, we wanted to share some timeless planning techniques for one of the year’s certainties: Taxes. This post covers strategies that Litman Gregory Wealth Management considers as we help our clients optimize the tax-efficiency of their overall planning as well as our portfolio management throughout the tax year.