2015 Year End Financial Challenge

December 8, 2015
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2015 is drawing to a close. Have you done everything you can to maximize your financial life this year? Why not take our Year End Financial Challenge. For each day until the end of the year, we’ve provided an action you can take to make sure you’re tying up loose ends, meeting deadlines, and maximizing your financial life. We’ve even given you weekends and holidays off! Are you ready for the challenge?

2015 Year End Financial Challenge

    • Dec. 9: Take all required minimum distributions (RMDs) from your retirement accounts before December 31. This applies to those over 70 1/2 years of age as well as those who inherited an IRA from someone over 70 1/2.

 

 

 

 

    • Dec. 15: Change the passwords on your financial accounts.

 

    • Dec. 16: Create and update your goals for 2016 – identify any potential obstacles to achieving them now.

 

 

 

 

 

    • Dec. 23: Spend down that FSA and begin considering any changes you might want to make to your health insurance next year.