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Checklist Financial End of Year







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  • Has your life changed in the past year?
    Marriage, a baby, moving or a new job, for instance? You may need to change your budget to take these into consideration.


  • Retirement fund.
    It's a good idea to contribute as much as you can to such tax-advantaged plans as your 401(k).


  • Taxes.
    Do any recent changes affect you? Do you need to adjust withholding payments?


  • Evaluate your debt.
    What do you owe? Try to consolidate your bills. The first ones to pay off are those that carry high interest.


  • Check your will.
    Is it up to date? Does it reflect your true wishes?


  • Think about insurance.
    How is your insurance coverage for home or rental, for life and for disabililty?


  • What about the children?
    Talk about establishing an education savings account or taking advantage of a 529 college savings plan.