Photo Credit Maria Kovalets
Financial Audit
5 Moves to Make NOW
for a Strong New Year
BY CHRISTINA MOORE
s the festive lights turn on and the
year draws to a close, our thoughts
naturally shift to reflection. We look
back at what we accomplished, what we learned, and what we hope to change in the coming year. While this often focuses on personal or professional growth, the end of the year is arguably the most critical time for your financial life. Talking about finances or even thinking about them can be awkward and uncomfortable.
It’s not just about setting vague resolutions; it’s about making five specific, high-impact moves before December 31st that can save you money, reduce your tax bill, and build a rock-solid foundation for the year ahead. Think of this as your financial audit checklist—the essential steps to turn reflection into wealth-building action.
A