Alex Chalekian

19 End-of-Year Financial Moves

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I want to share how thankful I am for all of you who read my newsletter. I hope you had an amazing Thanksgiving! Just a quick update that I launched my new YouTube Channel and plan on adding videos every week. So please check it out! 😊

As the year rapidly draws to a close, you have a final, crucial opportunity to dramatically impact your financial future. These aren't just minor adjustments—they are the 19 essential, end-of-year financial moves that can significantly reduce your tax bill, maximize your savings, and accelerate your progress toward Financial Independence (FI).

The difference between a good year and a great year often comes down to acting on these final planning issues before December 31st.

In this video, I’ve broken this down into five key areas, covering everything from retirement accounts to your estate plan.

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Action Items

Make sure to watch the video and download the corresponding checklist below. As always, feel free to reach out if you have any questions or want to discuss anything before the end of the year.

~Alex

End Of Year Planning Issues

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging. To help ensure that you remain on track, I created this checklist that outlines 19 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year.

Download free checklist →

Whenever you’re ready, there are 3 ways I can help you!

1. ​Join the Academy: Ready to take control of your money, but not sure where to start? Lake Avenue Academy offers expert guidance, online courses, a supportive community, practical financial tools, and live workshops – all designed by Alex Chalekian, to empower your financial journey.
2. ​Book a 1-on-1 Meeting: Whether you're just getting started or further along on your financial journey and have a few questions, let’s talk.
3. ​Lake Avenue Financial: If you’re looking for financial planners who can simplify, educate and relieve the stress caused by money decisions, we’re here to help!