7 Financial Steps to Take at the End of the Year

The end of the year usually has people thinking about the year they had and thinking about the coming year. As you think about how 2022 will treat you, it’s a good time to think about the financial steps to take at the end of the year – from reviewing your retirement plan to evaluating how well insured you are. – and take those steps now to get started. 2023 with your best foot forward.

Financial Step #1: Donate to Charity

The holiday season is synonymous with giving to charity. If you’re in the giving spirit this season, be sure to keep track of your donations and keep your receipts. If you itemize your deductions on your tax return, you can claim donations to lower your tax bill.


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