C e n t s A b l e  C h a t

C e n t s A b l e  C h a t


Year-End Money Do List

Links & Resources

What should be on your year-end “money-do” list? Anything money related that has a deadline between now and December 31st. 

Things To Think About:

Health Insurance - open enrollment is your annual chance to make changes to your health insurance plan! Don’t forget the HSA - your tax-free medical savings account! 
Spend Down Your FSA - use it or lose it! 
Insurance Checkups - can you get a better deal for car, life, homeowners, renters or other insurance?
RMD’s - take your Required Minimum Distributions on time, or suffer a 50% tax penalty!
Tax Credits & Deductions - some are designed for low & middle income!
Create a spending plan for your bonus! 

Set goals for the new year!

October 1, 2018