Making a List and Checking it Twice: Year-End Finances

Also, consider any big life changes like marriage, divorce, a new baby, etc. Major life events can have a huge impact on your financial plan. Once you have a solid understanding of your 2023 …

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New Year, New Me? How To Make Financial Resolutions You Can …

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1 day ago · The most popular financial resolution Americans made for 2025, included saving more money (43%) and paying down debt (37%), and spending less (31%), recent survey found. …

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FAQs about Making a List and Checking it Twice: Year-End Finances Coupon?

What is a year-end financial planning checklist?

This year-end financial planning checklist can help you keep track of your financial to-dos for retirement, taxes or financial gifts. ...

Can you have a year-end financial checklist without talking about the budget?

You can’t have a year-end financial checklist without talking about the budget. Now, I need you to be completely honest with yourself here. Ask and answer these questions: How regularly did you make a budget? Hopefully you’ll say every single month. A monthly budget is key to taking control and moving ahead with your money. ...

Should you look at your finances at the end of the year?

The end of the year is a great time to take a broad look at your overall financial picture. Doing so can help you identify where you may have room for improvement, such as slashing extraneous costs or adding a bit to your savings cushion. While diving into your finances can be a long and arduous task for many, it doesn’t have to be. ...

What should I look for in a year-end review?

Your year-end review should start with your bank accounts, confirming you're earning the most competitive rates while avoiding unnecessary fees that can chip away at what you earn. From there, look at your investment accounts to confirm they still match your financial goals and risk tolerance as you plan for retirement. ...

Is December a good time to review your finances?

December is a great time to review your finances before ringing in the new year. Use our to-do list to avoid getting overwhelmed. ...

When is a good time to review your finances?

With inflation continuing to affect everyday expenses and Federal Reserve rate cuts affecting what you earn on your savings, it's also an ideal time review your finances to make sure you're getting the most you can out of your money. ...