shopandfly00 t1_j2b8bwc wrote on December 30, 2022 at 11:42 PM Reply to What are your EOY personal finance rituals? by Temujin_123 Yikes, you're way more intense than I am! Make charitable donations (NYE tradition) Review investments, rebalance accounts as needed Review Social Security statement and pension balance online Determine various savings goals and set up automatic transfers/deposits Look at new tax laws and figure out what changes, if any, I need to make to address them Edited to add: 6. Begin the year with a money diet, spending minimally from January to March. Permalink 2
shopandfly00 t1_j2b8bwc wrote
Reply to What are your EOY personal finance rituals? by Temujin_123
Yikes, you're way more intense than I am!
Edited to add: 6. Begin the year with a money diet, spending minimally from January to March.