End of Year Financial Checklist

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As we near the end of year its a good time to make sure you make sure you’re good to go with your finances ✅
Here are some (but not all!) to keep in mind:
Put funds in your HSA account (if eligible) the max contribution for families is $6900, for individuals its $3,450 before taxes.
Realize any capital gains losses (they can be used up to $3,000 against ordinary income as well)
Max out your 401k (if possible)
Contribute to your 529 plan (if you have kids or grandkids)
And of course make sure to donate to charity before December 31!

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