Money Talks: End of Year Checklist
Dec 13, 2022•45 min
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Episode description
It’s time for you to get in gear for the end of the year. December is a great time to reflect on the past and prepare for the future. What money decisions do you need to make before 2023? We’ll find out from our expert and take your personal finance questions.
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- Update beneficiaries and passwords
- Review your tax situation
- Update will and advanced heath care directive
- Contribute to retirement
- Budget
- Review your insurance
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