Skip to content

We’ve still got a couple of months until 2019 wraps up, but it’s not too early to make some strategic end-of-the-year financial moves.

Peter Doyle with Edward Jones in Amesbury provides the following suggestions as you begin your year-end financial planning. 

First, ask your employer if you can increase your 401(k) contributions for the remainder of the year. If you receive a bonus before the year ends, you might be able to use that for your 401(k), too.

Next, add to your IRA. You’ve got until the tax deadline of April 15 to fully fund your IRA, but why wait? The more you put in now, the less you’ll have to come up with next spring.

Another suggestion: Review your portfolio to make sure it still meets your needs for diversification and risk tolerance.

And one last word: Start thinking now about what you want to do in 2020, from a financial standpoint. Can you afford to ratchet up your investments in your retirement plans? If you have children or grandchildren, have you started saving for college?

Time goes quickly – so don’t get left behind without the taking steps to keep moving toward your financial goals.  

This is Peter Doyle, your Edward Jones financial advisor. Visit my website to learn more about my background.

49 Main St., Amesbury, MA 01913
(978) 388-1370
Member SIPC

Scroll To Top