Before the year ends, a few financial loose ends deserve your attention. You might have cash sitting uninvested in a brokerage account, an employer match you haven't fully used, or FSA dollars that could expire. These are easy things to overlook, especially when your finances are spread across multiple accounts and benefits plans.
We walk through the year-end financial moves worth checking now, from investments and debt to workplace benefits and tax planning. You'll learn where to look for missed opportunities, what deadlines matter, and how to make the most of your money before December 31.
Key moments:
(04:32) How to check if your investment contributions are actually invested
(11:46) Why getting your full employer match doesn't mean you've maxed out your 401(k)
(19:05) Where your extra income goes after a raise or paying off debt
(22:26) How side income and salary changes can lead to unexpected tax bills
(27:12) Year-end benefits to use before you lose them, from FSAs to credit card perks
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SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice.
SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice.