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shopandfly00 t1_j2b8bwc wrote

Yikes, you're way more intense than I am!

  1. Make charitable donations (NYE tradition)
  2. Review investments, rebalance accounts as needed
  3. Review Social Security statement and pension balance online
  4. Determine various savings goals and set up automatic transfers/deposits
  5. 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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