What Issues to Consider at the END and START of a New Year

Camarda Wealth Advisory Group
Helpful Advice

As we approach the end of another year, it’s crucial to take stock of your financial landscape and ensure you’re set up for success in the coming year. Your financial well-being is a puzzle with many pieces, and overlooking any one of them could impact your overall financial picture. To guide you through this process, we’ve crafted a comprehensive end-of-year financial checklist AND a start-of-the-year checklist designed to cover all bases and set you on the path to financial prosperity in the new year.

Ready to optimize your financial strategy? Click the first button below to uncover the key issues you should consider right now.

 Issues Covered:

  • Asset & Debt

  • Tax Planning

  • Estate Planning

  • Insurance & Legal Issues

  • Cash Flow, Personal Issues, & More

Whether you’re a seasoned investor or just starting your financial journey, this checklist is tailored to help you make informed decisions, secure your financial future, and navigate the complexities of the ever-changing economic landscape. Let’s dive in and make the most of the opportunities that lie ahead!

And if you are serious about reaching your financial goals and finally getting the SMART advice your portfolio NEEDS, let’s connect!

What is included in this FREE Strategy Call?

We offer this free 15-30 minute Strategy Call as an introduction to what our experts believe to be the best strategies to grow your wealth health. If you are searching for help in reaching any of your financial goals for 2023 and beyond, we encourage you to take advantage of our highly-specialized Wealth and Asset Management Team’s insight on your unique needs with this private, no-obligation video call.

What is a Portfolio Stress Test?

During your Strategy Call, our team will review your portfolio with a Stress Test to scope out any possible hidden fees or commission products and grade your holdings alignment with your family’s goals. We will discuss your goals, review your options, give you personalized advice, and answer questions.

Will we be a match? What does the typical Camarda Wealth client look like?

Camarda has proudly served individuals and families since 1993. Our clients range from “millionaire next store” folks to quite wealthy families with complex estate, tax, asset protection, and other planning needs. Typically, they are retirees, professionals, and executives close to retirement, and business owners- past and present.

We offer this Portfolio Stress Test and Strategy Call for free and with no obligation so both parties can see how we match. We are a Fee-Only Fiduciary Firm, which means you will ALWAYS know what you are paying for up-front and honest- no commissions EVER! If you’re ready for expert advice, reply or click now to connect!

OUR goal is to help you reach your Financial Goals!

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Camarda Wealth Advisory Group -“CWAG”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from CWAG.  Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of CWAG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: CWAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CWAG’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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