Year-End Financial Review and Planning Checklist

As the weather turns colder and the daylight becomes shorter, you may be busy planning for the holiday season. But something else worth focusing your attention on during this season is your finances.

Like your physical health, your financial health needs a check-up at least annually.

Before the year that’s been like no other winds down, take some time to check in on your financial matters.

Review the important items listed below to maintain or improve your financial wellness for the next year and…