Year-End Financial Review
Year-End Financial Review: Stay on Top of Your Finances As the year wraps up, it’s time to assess your financial health. A year-end review can help you spot unauthorized transactions and ensure you’re on track for next year. Here’s what to focus on:
- Review transactions: Scan your accounts for any suspicious or unknown charges.
- Check your credit report: This can reveal if fraud has occurred or if your personal data has been compromised.
- Plan for next year: Set financial goals, create a budget, and review your savings and investment plans. Taking a moment to review your finances now can save you from potential headaches later. Start 2025 with confidence!
Posted by Amanda Thomas in Financial Wellness.
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