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Top 10 Year-End Planning Strategies

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Top 10 Year-End Planning Strategies

As 2020 draws to a close, now is a time for reflection, gratitude, and planning. As we get ready for 2021, Dave Koppenheffer shares his Top 10 year-end planning strategies including an important reminder to make sure you have completed our Letter from the Heart.


***Video was re-uploaded for correction. (Deadline for Cares Act distribution is 12/30/2020).

Over the coming weeks we will post additional videos exploring each of these 10 strategies in more detail, so please make sure to subscribe to our YouTube channel to be notified of all new content. And don’t forget to submit your questions about investing and the markets to info@dhgwa.com. We want to know what’s on your mind.

This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You should contact your financial advisor or CPA professional before making any tax or investment-related decision. Past performance does not guarantee future results. All investments may lose money. 


  1. LetterfromtheHeart.pdf 11/7/2020 7:49:02 AM