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YEAR-END MONEY DO LIST October 1, 2018

What should be on your year-end “money-do” list? Anything money related that has a deadline between now and December 31st.  


Things To Think About
Health Insurance - open enrollment is your annual chance to make changes to your health insurance plan! Don’t forget the HSA - your tax-free medical savings account! 
Spend Down Your FSA - use it or lose it! 
Insurance Checkups - can you get a better deal for car, life, homeowners, renters or other insurance?
RMD’s - take your Required Minimum Distributions on time, or suffer a 50% tax penalty!
Tax Credits & Deductions - some are designed for low & middle income!
Create a spending plan for your bonus! 
Set goals for the new year!

Links and Resources