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end of year checklist

Checklist with Blue Pen

Financial Checklist

As you prepare to pack up holiday decorations and say goodbye to an unprecedented year, don’t close the book on this year just yet. Set yourself up for success by reviewing your finances before January 1. Grab your favorite mug, fill it with hot chocolate, snuggle up by the fireplace, and review this end-of-year financial checklist to guide you toward a prosperous new year.

FINANCIAL CHECKLIST:

– Follow a Personal Finance Blog

    • Learn more about money management so you can improve your finances in the New Year. This might include checking out a library book or attending a financial seminar.
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