Kristen Kuzma quoted in Current
Seven Smart Money Moves to Make Before the End of the Year
As the end of year draws near, it’s a great time to assess your investing and saving goals to see if any changes are needed heading into the new year.
Wealth Manager Kristen Kuzma, CFP® was featured in a recent Current article sharing year-end financial planning strategies, including reviewing 401(k) contributions, exploring Roth IRA opportunities, and revisiting investment allocations.
“Your investment selections should be monitored periodically so if it’s been a while since you’ve last taken a look at the funds you own… plan to do this before year-end,” Kuzma said.
Read the full article: https://current.com/blog/seven-smart-money-moves-to-make-before-the-end-of-the-year/
#FinancialPlanning #401k #RothIRA #YearEnd
