Things to Consider for the New Year

After sprinting to the finish line in 2023, it’s time to pause and reflect on our accomplishments and plan for the new year ahead. Many of us might establish resolutions, things we want to work towards over the new year. However, being successful means we should set realistic goals; the plan or steps to get there. Here in Client Services, together with your Financial Advisors, our goal is to work with you to help you get there.

Here are some areas we can provide value and assistance as you tackle 1st quarter 2024:

• The beginning of the year is a good time to schedule an appointment with your Financial Advisor to discuss upcoming changes for the year and to make sure your investment allocations are in line with your goals and objectives.

• We can provide your tax-related account documents directly to your CPA and tax professionals as tax deadlines approach.

• Are you re-financing your mortgage loan or applying for a new one? We can assist by providing your statements to the loan professionals as well as handling any wires to your closing attorney.

• Did you know the 2024 retirement plan contribution limits have increased? We can facilitate contributions to your retirement plan accounts held at Raymond James. Be sure to also review and adjust your company retirement contributions (401(k), 403(b) etc.) as needed.

• Looking for a comprehensive view of your net worth? Account Aggregation is a tool available to our clients to automate the capture of outside assets and liabilities. Your Client Service Associate can turn on this feature and walk you through adding your information.

• Another tool to help simplify your life is Vault, which is an online file sharing and content management platform that can be accessed from Client Access or Client Center on any internet-connected computer or mobile device. Vault enables clients and advisors to store and share a variety of file types quickly, easily and securely.

These are just some of the services and tools we can provide to help you streamline your finances. Don’t hesitate to reach out to us to discuss ways you can help you attain your goals for 2024.