Dec 20, 2016
GUEST: Melissa Register, senior wealth planner, Fifth Third Private Bank
As 2016 draws to a close and we look towards 2017 many of us take time to reflect on our lives to determine what is working and what do we want to change. Many of us set new goals or reaffirm old ones. Formally sitting down and thinking about what you want to achieve in the new year can be inspiring and empowering. I actually go back to my spreadsheet where I have defined my life purpose, my values and I take the time to realign my goals with my long-term vision. This has kept me on a course towards fulfilling my dreams.
Whether inspired by a formal, sit down process or simply drawing the line in the sand and saying this year will be different, an estimated one in three Americans are said to make a New Year’s resolution related to their finances and it is important to recognize that actions you take now in December can impact your financial goals for the new year.
To support year-end planning success, Fifth Third Private Bank recently released digital guides with strategies for individuals and families to consider in preparation for tax season. Among the strategies, Fifth Third experts recommend reducing taxable income, maximizing investment opportunities and strategically planning for charitable giving. Melisa Register, senior wealth planner from Fifth Third Private Bank explains these strategies on this show.
About Melissa Register:
Melissa Register is a vice president and senior wealth planner for Fifth Third Private Bank. In this role, Melissa works with clients to develop strategies for all aspects of their financial lives, including tax, retirement, family wealth, business succession and estate planning.
Prior to joining Fifth Third, Melissa was a practicing attorney with experience in estate and trust planning, tax planning and corporate law. While in law school, Melissa received the University of Florida College of Law’s Certificate in Estates and Trusts Practice.
She holds a B.A. in French and
international trade from Clemson University and a J.D. from
University of Florida’s Fredric G. Levin College of Law. Melissa
currently resides in Cleveland, OH.
For more information, please visit https://www.53.com/wealth-management/