So Long 2021 | What's Next for 2022?

So Long 2021 | What's Next for 2022?

December 30, 2021
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It goes without saying that 2020 was a challenging year and we were all ready for What’s Next in 2021. That is why we chose it as our theme for 2021. Of course, there were lots of big things on the horizon for the Nation and even the World but, we wanted to know What’s Next for you. We also wanted to help you to stay on top of What’s Next. We hosted events and posted materials throughout the year to help you tackle What’s Next.

Here is a sample of what we shared in 2021. Check back in 2022 for helpful updates as we embrace a new theme: Live Your Values

In 2021 we asked about your Goals and we helped you to keep on track. Even though 2021 is drawing to a close, are there new things on the horizon for you in 2022? Use this exercise to track goals in the new year Download our Goal Setting Exercise

We hosted Lunch & Learn Webinars to help you plan for What’s Next. Watch the replays below. This valuable information could help you in 2022.

What's Next: End of Year Tax Planning

What's Next: Your 401(k)

What's Next: Social Security

What's Next: Are You Ready to Retire?

The opinions expressed in this broadcast are of general nature and for educational purposes only and should not be relied on as investment or financial advice. Strategies and investments discussed might fluctuate in price or value and investors might get back less than invested. Investment strategies mentioned herein may not be suitable for you. Your experience and results may be different based on a number of factors including your commitment to the program and are not guaranteed. The opinions and strategies contained herein are those of Pinnacle Wealth Management and are subject to change without notice. Every effort has been made to ensure that the contents have been complied or derived from sources believed to be reliable and contact information and opinions which we believe are accurate and complete. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against a loss. Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.