Making a list and checking it twice! On this week’s episode of Market Sense, we review our end-of-the-year financial to-do checklist and the important money deadlines that need your attention, now. Plus, our Fidelity professionals weigh in on what might happen at the Fed’s final meeting of the year, and the key economic data they are watching as we get ready to ring in 2024.

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It’s that time of year again when we start to think about New Year’s resolutions and wrapping up the current year. And while you’re making your end of year to-do list, don’t forget about your financial check list. This is the perfect time to get your finances in order and start the new year on the right foot.

Fidelity Investments, a leading provider of investment management, retirement planning, and financial advisory services, has put together a comprehensive end of year financial check list to help you get organized and prepare for the year ahead.

1. Review your budget: Take a look at your current budget and see how you did for the year. Did you stick to your budget or did you overspend in certain areas? Use this information to make necessary adjustments for the upcoming year.

2. Maximize your retirement savings: If you haven’t already maxed out your contributions to your retirement accounts, now is the time to do so. By contributing the maximum amount allowed, you can take advantage of tax benefits and ensure that you’re on track for a comfortable retirement.

3. Rebalance your investment portfolio: Review your investment portfolio to ensure that it is properly diversified and aligned with your financial goals and risk tolerance. Make any necessary adjustments to rebalance your portfolio and minimize risk.

4. Check your credit report: It’s important to review your credit report at least once a year to check for any errors or fraudulent activity. You can obtain a free copy of your credit report from each of the three major credit reporting agencies – Equifax, Experian, and TransUnion.

5. Set financial goals for the upcoming year: Take some time to think about what you want to achieve financially in the coming year. Whether it’s saving for a down payment on a home, paying off debt, or building an emergency fund, setting clear and achievable financial goals can help keep you focused and motivated.

6. Review your insurance coverage: Make sure that your insurance coverage, including health, life, disability, and homeowner’s or renter’s insurance, is up to date and adequate for your needs. Update any changes in your life, such as marriage, divorce, or the birth of a child, to ensure that you have the right coverage in place.

7. Plan for taxes: Start organizing your tax documents and receipts so that you’re prepared when tax season rolls around. Review any potential tax deductions and credits that you may be eligible for and consider making any last-minute charitable contributions before the end of the year.

By following this end of year financial check list from Fidelity Investments, you can ensure that your finances are in order and set yourself up for success in the new year. Taking the time to review your budget, maximize your retirement savings, and set financial goals can help you achieve greater financial security and peace of mind. So take a moment to focus on your finances before the year comes to a close – your future self will thank you!