“Right now is a good time to be thinking about year-end finances, planning challenges and things you could be doing. Pause for a moment to make sure that you don’t miss any opportunities to take action before January, 2023.”
Catherine Scrivano, Financial Planner
Available also on Apple Music, Spotify and YouTube
Don’t miss a BRAND NEW episode of The Women’s Eye podcast with Catherine Anaya as I talk with Catherine Scrivano, President of CASCO Financial Group in Phoenix, Arizona. As we approach the end of December, Catherine tells us why now is a good time to end it on a smart note by getting your year- finances in tip-top shape for 2023.
Catherine is also a regular contributor to The Women’s Eye podcast in our Building Money Power segment. She walks us through the steps we should begin taking to get our year-end finances in order and what financial areas we should tackle.
“The first place we start was just projecting what your income may be in 2022 and then in 2023. Sometimes there are opportunities to defer income to the next year or take deductions in this year,” says Catherine.
From taxes to investments, and milestone ages to life changes, Catherine Scrivano covers what we shouldn’t overlook when it comes to our finances and beginning a new year. Once you get things organized, you should be able to enjoy the holidays!
She advises:
Don’t forget tracking donations to charity.
Remember that significant birthdays create significant opportunities.
If you are getting married or have tied the knot, consider the effect that a combined income will make in many areas.
Join us for the next episode of The Women’s Eye podcast as Catherine shares more of her expert advice.
Catherine says,
“You don’t have to be wealthy to be wise.”
For more information about Catherine Scrivano:
Website: www.cascofinancial.com
LinkedIn: Catherine Scrivano
Facebook: Casco Financial Group
Twitter: CASCO Financial
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