Informative
Below you will find resources that we gathered and found helpful in assisting with basic year-end planning and prepping for the new year. While we believe this information is reliable, we cannot guarantee its accuracy.
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If you're in need of additional help with year-end planning, or planning for the new year, please give our office a call at 520.318.5505. Chris would be more than happy to sit down with you and get it taken care of!
Holiday & New Year Budgeting
-7 Budgeting Tips to Help Manage Holiday Spending: https://www.fscb.com/blog/7-budgeting-hacks-to-help-manage-holiday-spending
-Five Financial Goals for the New Year: https://www.thebalance.com/five-financial-goals-for-the-new-year-2385966
-8 Tips to Help You Control Holiday Spending: https://www.investopedia.com/articles/pf/08/speding-holiday.asp
-How to create and master your 2022 budget: https://www.cnet.com/personal-finance/your-money/how-to-master-your-2022-budget/
Year-End Checklist
-Year-End Financial Checklist: https://www.securian.com/insights-tools/articles/year-end-financial-checklist.html
-Your Essential Year-End Financial Checklist [2021]: https://blog.lendingclub.com/year-end-financial-checklist
-Greg McBride’s end-of-year financial checklist, 15 tasks to complete: https://www.bankrate.com/personal-finance/end-of-year-financial-checklist/
Year-End Tax Tips
-10 Surefire Tax Tips for Year-End 2021: https://www.forbes.com/sites/ashleaebeling/2021/12/08/10-surefire-tax-tips-for-year-end-2021/?sh=77ef73071bfc
-6 Year-End Tax Planning Tips: https://www.usbank.com/financialiq/invest-your-money/tax-strategies/tax-tips-year-end-financial-planning.html
-11 Year-End Tax Planning Strategies to Keep More 2021 Money and Prepare for Future Wealth: https://www.newretirement.com/retirement/year-end-tax-tips-for-retirement/