Get it as a file or emailPrompt 113
Email me a year-end checklist
Turns year-end planning into a dated to-do list in your inbox.
Ready to ask
Prompt text
“Email me a checklist of the money tasks I should handle before December 31, based on my accounts: contributions with room left, required distributions, tax-loss candidates, charitable gifts and benefits elections. Put a deadline next to each item.”
Context Silvia can use
Accounts, contributions, holdings, cost basis and current tax rules.
What a strong answer includes
Emailed checklist with a deadline for each item.
Useful follow-ups
- Remind me two weeks before each deadline.
- Which item is worth the most?
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.
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