Planning · October 14, 2021

2021 Year-End Planning Guide

Nerre Shuriah

JD, LLM, CEPA | Director of Wealth Planning


Between the COVID-19 pandemic and a new administration seeking to fulfill on its campaign promises, we’ve been left with a mixed bag of economic conditions to contend with. This bag includes high inflation rates, soaring home values, supply chain and hiring difficulties, and potential income tax increases.

As we approach the end of 2021, it's time to review your financial plan and consider options to protect your wealth to the best of your ability.

We've created our Year-End Planning Guide and Checklist to provide you with important considerations to help you, including:

  • How to lower tax exposure with potential income tax increases looming
  • Maximizing opportunities in a continued low interest rate environment
  • Reviewing your cash flow for today and the future with higher inflation in the picture

This information is provided for educational purposes only and should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. First Citizens Bank (or its affiliates) neither endorses nor guarantees this information, and encourages you to consult a professional for advice applicable to your specific situation.

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