As the year wraps up, it’s time to check more than just your holiday gift list. In today’s episode of Purposeful Planning, we’re diving into essential year-end financial tasks to keep your financial journey on track. From revisiting your budget to maximizing retirement contributions and charitable giving, these tips will help you make the most of the remaining days of 2024 and set yourself up for a prosperous new year. 

Sources:   

1. https://www.aspenwealthmgmt.com/resource-center/blog/year-end-financial-checklist 
2. https://www.aspenwealthmgmt.com/resource-center/blog/year-end-cash-management/ 
3. https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-401k-and-profit-sharing-plan-contribution-limits  
4. https://www.healthcare.gov/glossary/health-savings-account-hsa/ 
5. https://www.fidelitycharitable.org/guidance/philanthropy/qualified-charitable-distribution.html  
6. https://www.aspenwealthmgmt.com/resource-center/blog/gratitude-and-retirement  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm’s recordings. 

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