- Do you have unrealized investment losses in your taxable accounts?
- Have there been any changes to your marital status?
- Did you meet your health insurance plan’s annual deductible?
CLICK HERE to download this checklist!
What Should I Consider Before the End of the Year?
Get the latest expert financial tips and advice + access to our free financial checklists.
Wisdom Wealth Strategies
Andrea L. Blackwelder, CFP®, ChFC, CDFA® and Joseph D. Clemens, CFP®, EA are the founders and partners of Wisdom Wealth Strategies. Their shared passion is simple: to bring financial empowerment, understanding, and peace-of mind to people who wish to improve their financial future, build wealth for their families, and achieve financial independence. Click here to find out more about how you can work with the Denver Financial Advisors at Wisdom Wealth Strategies.