Rocket ship flying towards 2024

2023 Year-End Planning Guide

To start 2024 off right, you need to plan appropriately in the final months of 2023.

Most of us have a good idea of where we want to go with our wealth – the people we want to spend our time with, the activities that give our lives purpose, the future we want for our loved ones. What’s harder is how we get there. 

There’s so much that can change in wealth-building – as well as in our own lives – that sorting through all the uncertainties can become all-consuming:

“Are there experiences or expenses in my life I haven’t fully planned for?”

“Are there smarter uses of my wealth I can take advantage of?”

“What if my life or the market changes in ways I haven’t anticipated?”

“How can I best use my wealth to achieve the things in life that matter most to me?”

That’s what makes planning so important. With a thoughtfully considered plan – one that’s informed by your values and priorities and leans on the expertise, resources and relationship of your Baird Financial Advisor team – you don’t have to be able to predict the future. 

Throughout the guide, we discuss many of the issues surrounding your wealth that you should consider before closing out 2023. Look them over, and use them as a conversation guide with your Financial Advisor – so that no matter what 2024 has in store, you’ll be ready.


Access Our Year-End Resources

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A 2023 Year-End Planning Checklist

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