Turner Financial

7 Financial Moves to Consider Before Year End

I turn 40 this month, which has me thinking about time, effort, and the value of starting before you feel ready. Fitting, since this month's newsletter is all about the financial moves worth making before the year ends.

One of the most common mistakes I see is waiting until November or December to start thinking about taxes, retirement contributions, and other planning. Many of the best decisions take time, and some opportunities disappear once the calendar year closes.

This month I cover: Retirement contribution reviews, Roth conversion opportunities, Capital gains and loss planning, Beneficiary designation reviews Charitable giving strategies, Emergency fund checkups, Overall plan reviews

You do not need dramatic changes to improve your financial future. Most success comes from consistent reviews and thoughtful decisions over time.

Read the full newsletter here: https://turnerfinancial.com/financial-moves-before-year-end/

You can borrow for college. You cannot borrow for retirement.

Helping your kids and grandkids get ahead is one of the best things you can do. But it should not come at the cost of your own future.

This month I share how Omaha families can do both wisely: which savings tools fit which goals, how to keep your own plan on track, and a question I keep getting from parents and grandparents.

Read the full newsletter on our site. https://turnerfinancial.com/helping-kids-without-hurting-your-retirement/

Trump Accounts Start July 4th | Starting July 4, 2026, a new tax advantaged savings account called Trump Accounts will be available for children under 18. Eligible children born between 2025 and 2028 receive a $1,000 government contribution to get started. Families can contribute up to $5,000 per year with no earned income requirement.
Our June newsletter covers what Trump Accounts are, how they work, and what you should do now to be ready.

https://turnerfinancial.com/turner-financial-june-2026-trump-accounts/

The first quarter of 2026 has brought a unique set of challenges to face. From shifting geopolitical tensions in the Middle East to a major transition at the Federal Reserve. I’ve put together our latest second quarter outlook at Turner Financial to help you make sense of the 7% market pullback we saw this past month and what it means for your long-term goals. Whether you are a small business owner navigating rising fuel costs or an individual just starting your retirement journey, this month’s update covers the strategic moves we are making to find opportunity in the volatility. You can read the full breakdown and see our latest market data on our website here: https://turnerfinancial.com/turner-financial-april-2026-second-quarter-outlook/

Last chance to have some fun for a good cause. Free entry and winner picks the charity to receive the prize!

CBS Sports - 2026 NCAA® Men's Bracket Games - CBSSports.com ‘Turner Financial Charity March Madness Pool 2026’ is my 2026 NCAA® Men's Bracket Games on CBS Sports. Join it today!

This is a step in the right direction. When I saw this article I couldn't wait to share it. I have had numerous conversations with people who wish they had a finance 101 class in high school and hoped their kids would have access to one. Hope more states and schools adopt this.

What’s Cool in High School? Personal Finance States are trading one requirement for another as they emphasize practical education.

Turner Financial's Charity March Madness Pool is Back for the New Year! Last year's winner picked the Omaha Children's Hospital to receive a donation of $250!

Here is your chance to have some fun and support your favorite charity! No cost to enter.

What should you look for in a financial advisor? Chapter 10 of the most recent edition of "The Intelligent Investor" by Benjamin Graham is my go to resource, but this article from David Booth of Dimensional Funds covers 5 of the sameessentials. Finding the right advisor starts with asking the right questions.

5 Questions to Ask Financial Advisors Before Hiring Them | Dimensional Thinking about getting a financial advisor? A good one will welcome your questions. So here are some to get you started.

https://turnerfinancial.com/turner-financial-february-2026-newsletter/

Turner Financial February 2026 Newsletter – Turner Financial For more detailed market data, visit WSJ Market Data.These indexes are included for illustrative purposes only. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction cost or other fees, which will affect actual investment performance. I...