Four Money “Musts” for Your To-Do List Before Year-End

Tax planning, charitable giving, portfolio rebalancing, workplace benefits: Wealth Advisor Aaron Grey weighs in for CNBC on how to tackle some planning topics that should probably be near the top of your year-end financial to-do list.



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Aaron Grey, CFP®

Today, and true to his early professional experience, Aaron finds it most rewarding to work with people who feel anxious, fearful or uncertain about their financial lives. He now measures his accomplishments by helping people achieve what he calls financial serenity – a sense of peace, calm and confidence about their futures. For Aaron, that serves as a constant reminder that financial planning is about so much more than money. As a wealth advisor in Buckingham Strategic Wealth’s Denver location, Aaron helps clients develop, implement, monitor and update wealth management strategies in pursuit of their financial goals. He also works with clients to form comprehensive financial plans tailored to their individual circumstances, a plan that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis and education planning.

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