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The Year-End Financial Checklist (15 Personal Finance To-Do’s)

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With yet another taxing year coming to a close, your first instinct may be to go into survival mode until you get a few holiday days off, indulge in a little self-medication that may or may not include egg nog, and then hibernate through the end of the year. While that sounds tempting and would certainly be justified, I’d also recommend taking on a little personal finance housekeeping first. There is no better time of year to get your financial life in order than the month of December. My self-practice and recommendation to you: calendar-in 1-to-2 hours of time now

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