Five Financial Moves to Make as Year’s End Approaches


Autumn is the time to finalize year-end plans and make smart moves in your investment accounts, tax strategy and workplace benefits — including any equity compensation you hold from your employer.

Year-end planning looks a little different for everyone. It’s important to give yourself a moment to review where you are in your current financial life, decide how you want to wrap up any remaining goals for 2023 and set yourself up for what you want to accomplish in 2024. Consider adding these five important steps to your year-end checklist to help you stay on track:

1. Fix your eyes on the finish line.


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