By taking action now, you can enter the new year feeling energized and prepared instead of rushed or overwhelmed. With this financial planning checklist, you can take charge of key areas in your ...

Your financial ... the year, since most plans require you to use FSA funds within the plan year. If you have remaining funds from 2024, check if your plan offer a grace period into the new year ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

The end of the third quarter and start of the fourth quarter often marks a pivotal time to pulse-check financial and investment plans. Looking at your year-end financial checklist now provides the ...

As you approach the end of the calendar year, there are many financial deadlines ... making it essential to have a financial plan that will help you keep pace. Little-Known Ways to Guard Your ...

Year-end financial planning isn’t just about numbers—it’s about giving yourself the clarity and confidence to face the new year with ... and tick off this checklist. Your future self will ...

Let the end of the financial year be an eye ... and to make/adjust your plans for the year to come. These activities: taking stock, preparation, and planning can feel overwhelming at times ...

The end of the year is ... up in the new year — like a move to a new city, a home purchase, a change in employment, etc. — so they can help you create a solid financial plan for those events.

It should reflect an individual’s personal and family financial needs and obligations and investment risk tolerance. The plan should be reviewed at least once a year ... A new job that results ...

Forbes contributors publish independent expert analyses and insights. Tiffany Grant, M.B.A., AFC, shares insights to bridge the wealth gap.