Submitted by Temujin_123 t3_zzcf8z in personalfinance
shopandfly00 t1_j2b8bwc wrote
Yikes, you're way more intense than I am!
- Make charitable donations (NYE tradition)
- Review investments, rebalance accounts as needed
- Review Social Security statement and pension balance online
- Determine various savings goals and set up automatic transfers/deposits
- Look at new tax laws and figure out what changes, if any, I need to make to address them
Edited to add: 6. Begin the year with a money diet, spending minimally from January to March.
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