Keep clients on track with our year-end planning checklist

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Keep clients on track with our year-end planning checklist

Vanguard Perspective

November 6, 2025

As the year draws to a close, it's crucial to proactively engage with your clients to optimize savings, investment growth, and retirement readiness. Year-end is the perfect time to showcase your value with clients from tax efficiency to long-term wealth building. Your insights, experiences, and personalized guidance can transform planning into progress—ensuring your clients’ strategy is not only sound but aligned with their values and goals.

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Partnering for success: Year-end planning with your advisor

This guide provides a comprehensive checklist to use during your year-end tax planning discussions with clients and highlights specific actions to take before December 31. Help your clients finish the year strong and step into the next with clarity and confidence.

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For additional resources on the topics discussed, visit our Tax Hub.

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