As the year rapidly draws to a close, you have a final, crucial opportunity to dramatically impact your financial future. These aren't just minor adjustments—they are the 19 essential, end-of-year financial moves that can significantly reduce your tax bill, maximize your savings, and accelerate your progress toward Financial Independence (FI).
The difference between a good year and a great year often comes down to acting on these final planning issues before December 31st.
In this video, I’ve broken this down into five key areas, covering everything from retirement accounts to your estate plan.
End Of Year Planning Issues in 2025
Tracking numerous deadlines and avoiding missed planning opportunities can be challenging. To help ensure that you remain on track, I created this checklist that outlines 19 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year.
Action Items
Make sure to watch the video and download the corresponding checklist above. As always, feel free to reach out if you have any questions or want to discuss anything before the end of the year.
~Alex
