Learn how to set goals for your money and create a year-end budget plan.
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!