End of the Year Financial Planning Checklist
It may only be the end of September 🍂, but the end of the year is just around the corner!
I've got a great end-of-year checklist (let me know if you'd like a PDF), and in this video I discuss a few ideas to consider before 2023 gets here.
1️⃣ Review/Update the beneficiaries on your retirement accounts (401(k), 457, 403(b), IRAs, HSAs, and Roth IRAs)
2️⃣ Make sure you're on track to hit your 401(k) contribution goal
3️⃣ With all the market volatility in 2022, review your portfolio to see if tax-loss harvesting makes sense
Want to make sure you're on track to his your financial goals for 2022? Let's connect!
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