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
Top 6 tips: Your year-end financial checklist by Vanguard
How to Do a Backdoor Roth IRA by White Coat Investor
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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