Financial Checklist: 5 Quick, Simple Things Everyone Needs to Do Before Year-End

It’s the end of December. You’re likely exhausted from the holidays, full of leftovers and ready to ring in 2026. The last thing you want to do is think about money. But the calendar doesn’t care about your fatigue. Dec. 31 isn’t just a party date; it is the hard deadline for several “use it or lose it” financial rules. Missing them could cost you thousands of dollars in taxes or lost benefits.

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