Year-End Financial Planning Checklist

Americans are notorious for overspending when the holiday season rolls around, and while that may be good for the economy in the short-term, it often ends up being bad for household budgets. Ultimately, though, overindulging a bit on spending during the holidays doesn’t need to create hardships as long as you know your broader financial situation is in good shape. In fact, the last two months of the year are a perfect time to create and go over a Year-End Financial Planning Checklist—ideally in partnership with your financial advisor.

The end of the year is the best time for this process because there are certain key financial deadlines that fall on December 31. Beat them, and you’ll improve your odds of enjoying your holidays knowing you’re on track to meet your long-term financial goals—even if you decide to overspend a bit on gifts for the kids or grandkids in the short-term. You can consider this year-end financial checkup a gift you give yourself!

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STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2024 STRIDE Financial. All Rights Reserved. STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors.  A franchise of The Retirement Income Source.
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