The New Year provides a great opportunity to review and assess your overall financial wellness. Just as it is recommended to see your doctor for an annual check-up, individuals should not overlook the importance of a financial check in to stay up-to-date on planning topics involving taxes, charitable giving, retirement, estate planning and more.

The Wealth Office® at Fiducient Advisors assists clients in proactively addressing these items throughout the year. We hope you find this year’s 2024 guide to be a helpful resource.

The information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.