End-of-Year Financial Checklist

End-of-Year Financial Checklist

Start the New Year with Financial Confidence

  Review and update your budget

  Analyze last year's spending habits

  Audit your accounts and close unused or duplicate accounts

  Review automatic payments, recurring charges, and regular purchases

  Cancel unused services or find less-expensive alternatives

  Seek out bundling options or savings via coupons, bulk purchases, or brand changes

  Create new SMART goals and an action plan to achieve them

  Automate savings through recurring transfers

  Assess outstanding debts and reconsider your repayment strategy

  Get organized for tax season

We can help you. Meet with your local Branch Manager.

Find your local Branch

 

United Bank does not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
United Brokerage Services, Inc., a registered broker-dealer is a subsidiary of United Bankshares, Inc., the issuer of UBSI stock. The investments offered through United Brokerage Services, with the exception of brokerage certificates of deposit, are not bank deposits and are not obligations of, or guaranteed by, any bank. These products are not insured or guaranteed by the FDIC. Investments are subject to risk including possible loss of principal. This information is not legal or tax advice and past performance is no guarantee of future performance.
Member FINRA/SIPC  |  ADV II - Firm Brochure  |  ADV II - Wrap Brochure
Customer Relationship Summary | Regulation BI Disclosure | Schedule of Fees | Business Continuity Plan Summary | SEC Rule 606
Not FDIC Insured | May Lose Value | Not Bank Guaranteed