As 2026 comes to a close, it's a good time to review your financial picture and consider what lies ahead. Year-end planning provides an opportunity to revisit important financial decisions, identify potential opportunities, and ensure your strategy remains aligned with your goals for the year ahead.
Key areas to consider include retirement contributions, required minimum distributions (RMDs), charitable giving, tax planning, and beneficiary designations. Reviewing these details can help you stay organized, make informed decisions, and avoid overlooking important deadlines.
To help you get started, we've put together two resources:
Year-End Financial Checklist: A practical guide to key financial planning items to review before December 31.
Important Numbers Guide: A reference for important financial figures, limits, and thresholds that may affect your retirement, tax, and financial planning decisions.
Not every item will apply to every individual or family, and the right approach depends on your circumstances, goals, and broader financial picture.
Year-End Financial Checklist
Planning Ahead with Confidence
At SJS Investment Services, we believe thoughtful financial planning is an ongoing process. As your life, priorities, and financial circumstances evolve, your plan should evolve with you. Our team takes a proactive, personalized approach to helping clients navigate important decisions and stay focused on what matters most.
As you prepare for the year ahead, your SJS Advisor is here to help you evaluate opportunities, address questions, and ensure your financial strategy continues to support your goals. We look forward to helping you and your family navigate 2027 with clarity and confidence.
2026 Important Numbers Guide
Important Disclosure Information & Sources:
This resource was created by fpPathfinder. SJS pays an annual subscription in order to license resources from fpPathfinder.
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide legal or tax advice. Please consult your legal or tax professionals for specific advice.
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