8 Year-End Financial Tips

Twas a few weeks before Christmas, and all through the house, not a person was over-spending, not even  on decorations for the house.

Receipts and bills were paid and filed away with care, in hopes of a fresh financial start to the New Year. Retirement funds were nestled all snug in their accounts, while payments and savings would grow that amount.

And while taxes can be less with charitable giving, also pull an annual, free credit report to make sure my 2019 finances are winning.

When out from my phone arose such a clatter, I look at the caller ID and see it’s my Financial Planner!

Away from work I flew like a flash, into Christmas break, time to meet with my advisor, fast!

The meeting was scheduled, for the day after the snow and while it might be cold, my Advisor says my end-of-year finances were looking bold!

When, what to my wondering eyes did appear, but my advisor with 8 tips for an amazing end to the year!

And they whistled, and shouted, and called them by name:

  1. Pay off your debts!
  2. Pull A free credit report!
  3. Create a Christmas budget!
  4. Save on your taxes with Charitable giving of course!
  5. Make Pretax contributions so save on taxes even more!
  6. Build a financial calendar for the upcoming year!
  7. Contribute more to retirement so you can do what’s best for your family and you!
  8. And most importantly, meet with your financial professional for an annual review!

 

But I heard them explain, as they drove out of sight

HAPPY CHRISTMAS TO ALL AND TO ALL A GOOD-NIGHT!

From our family to yours, we wish you Happy Holidays! If you haven’t already, schedule some time to go over your 2018 finances with a financial professional!

 

*Content provided SimplicityMarketing.com

Disclosure: This information is provided as general information and is not intended to be specific financial guidance. Before you make any decisions regarding your personal financial situation, you should consult a financial or tax professional to discuss your individual circumstances and objectives.

 

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