Financial advisors emphasize four key topics for review before the new year: taxes, building generational wealth, risk management, and income management. They advise aligning portfolio allocations with risk capacity and tolerance, evaluating cash balances, assessing income needs, and considering dividend income for retirement planning. Additionally, the article highlights the negative impact of multitasking on financial goals and suggests focusing on 'monotasking' for effective goal achievement.

Financial Advisors' Year-End Review