149. 5 Essential Year-End Money Must-Dos
Here are the steps for the year end rush that will set you up for success
The end of the year is a busy time with multiple holidays, end-of-year deadlines at work, and family gatherings. With all the hustle and bustle, we often neglect our end-of-year financial tasks. This week Michelle and I created a five-step money checklist for the end of the year.
5 Essential Year-End Money Must-Dos
Max out/contribute to your tax-advantaged accounts
Sign up for Health Care and make vision/dental/medical appointments
Spend FSA money
Consolidate Student Loans by December 31
Make charitable donations
My favorite sunscreen for the face from the FSA store
Show notes
Top 6 tips: Your year-end financial checklist by Vanguard
How to Do a Backdoor Roth IRA by White Coat Investor
BWS 141. Student Loans and the new SAVE plan with Becca Baldauf from Student Loan Planner
Community Time
If you live in or near Charleston, SC, join our meet-up group! Come to our upcoming ugly sweater party on December 9!
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