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Financial Planning Checklist
Essential Year‐End Financial Planning Checklist
As we come to the end of the year, savvy savers are organizing their finances for 2018 and planning for the
New Year. This simple checklist should help you end the year feeling accomplished, and at peace with your
financial status, so you can go into 2019 poised for success!
Attitude of Gratitude
The season of giving thanks is a perfect time to look back on the year and take stock of your accomplishments! Savvy Savers have been able to plan for the future and make necessary purchases along the way thanks to setting clear goals and making good choices. This is a great time to double-check accounts and ensure you’re set up for success in the New Year too!
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Did you contribute to an FSA this year? If so, now is the time to check the balance and use the funds before they expire. If you didn’t contribute in 2018, read on to see if an FSA would be a good match for your family in the New Year!
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