On top of the very busy holiday season, the end of the year also comes with many deadlines for your finances. One way to make checking off your to-dos a little easier is to gather all of the financial data and information you need ahead of time, so you’re not left scrambling the last few days of December. Year End Financial Data: Look into your Flexible Spending Account (FSA) balance FSAs come Continue Reading
How to Stay on Track During the Holiday Season
At the end of the year, there’s a trend that happens for many people: a much more relaxed approach to spending and budgeting. For a lot of people, by the time the holidays roll around, they’ve already fallen off track with their finances. So instead of pulling back, they start overspending on gifts, travel and other holiday expenses, with the idea that they’ll fix things in the new Continue Reading
2022 Inflation and End-of-Year Prep
September is here, which means it’s time again to start thinking about end-of-the-year expenses, savings and to-dos. But this year, things are a little different. Due to high levels of inflation, market turbulence and global issues, your year-end checklist might require some additional prep and planning. 2022 Fall and Winter Travel Prep Higher costs of fuel, personnel shortages and overall Continue Reading
End of the Year Money Moves
With New Years only days away, there is still time to make some smart end of the year money moves to set you up well in the new year. Here are some steps you can take to get your finances on track before 2019: 1. End of the Year Money Moves - Prepare for Tax Season Tax season probably isn’t on your mind much yet, but now is the perfect time to save yourself some money come April. Here’s a Continue Reading