As you consider your financial strategies for 2023, our Year-End Checklist
and three articles below may provide more detailed information as you prepare and plan for the coming year. Commerce Trust is here to answer any questions you may have to ensure your year-end planning efforts address your unique financial situation and retirement plan. Contact us today.
5 Benefits of an Organized Financial Life
Organizing your assets and liabilities benefits you now and your loved ones in the future.
Make Home Improvement Resolutions a Reality
Learn why remodeling your existing home may be a better investment than moving to a new house.
How to Approach Your Year-end Tax Review
Consider these tips for reviewing financial strategies that may help manage, defer, or reduce your tax liabilities.
1 Contact your tax advisor.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The opinions and other information in the commentary are provided as of December 2, 2022. This summary is intended to provide general information only, and may be of value to the reader and audience.
This material is not a recommendation of any particular investment or insurance strategy, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified tax advisor or investment professional. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance or legal advice, and may not be relied on as such.
Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
Commerce Trust is a division of Commerce Bank.
Investments in Securities: Not FDIC Insured / May Lose Value / No Bank Guarantee