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.