Close the year
with clarity.

Work through four family financial housekeeping areas before deadlines, holidays and the new year compete for your attention.

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Move 01

Use benefits before they expire

Review remaining FSA funds and eligible deadlinesUse available wellness, dependent-care or employer benefitsConfirm next year’s benefit elections and beneficiaries

Move 02

Review taxes before December 31

Check withholding and estimated payments against expected incomeGather information on bonuses, equity, business or investment activityIdentify questions that require a qualified tax professional

Move 03

Check family accounts and protection

Review retirement, HSA, 529 and other planned contributionsConfirm beneficiaries, insurance and estate documents still reflect your familyRecord where essential statements and documents can be found

Move 04

Choose next year’s priorities

Review progress on shared, personal and child-related goalsName the three financial decisions that matter most next yearSchedule a family money meeting and assign follow-up owners

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