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Your Complete Year-End Financial Checklist

Posted by Melissa Pashak, Marketing Specialist on December 8, 2021

As 2021 draws to a close and we prepare to usher in 2022, take a moment to go through this year-end financial checklist for ensuring your finances are in order before the start of the New Year.

1. Review your budget

Is your monthly budget still working well for you? Are you stretching some spending categories or finishing each month in the red? Take some time to review your budget and make any necessary changes.

2. Top off your retirement plan

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