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Posts tagged year-end money tips

Year-End Money Moves 2023

Focusing on money is a tough sell at this time of year, but a little bit of energy now could help you save or make some money in the future.

BlogMark TalercioDecember 1, 2023Jill Schlesinger, Jill on Money, Eye on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?, Year end tax planning, year-end planning, year-end money tips

Year-End Money Moves 2022

This is the time of year where I encourage you to be proactive, especially in light of the changes that are around the corner in 2023.

Year End Money Moves Amid COVID

In most years, writing a year-end post is a snap, but 2020 is not most years. Here are a bunch of year-end money moves to consider, some are COVID-related, while others are tried and true.

BlogMark TalercioNovember 17, 2020Jill Schlesinger, Jill on Money, retire, retirement planning, Roth IRA, Roth conversion, backdoor Roth IRA, student loan, student loans, RMD, RMDs, tax, taxes, year-end money tips

Year-End Money Moves for 2019

Mark TalercioDecember 5, 2019Jill Schlesinger, Jill on Money, Wealthstream Advisors, year-end money tips, year-end financial planning, year end money moves, year end financial tips, 529, 529 plan, QCD, RMD, RMDs, required minimum distribution

CFP® Pro Tip of the Week - December 21, 2018: Year-End Money Tips

Mark TalercioDecember 21, 2018Jill Schlesinger, Jill on Money, year-end, year-end financial planning, year-end money tips

Roth IRA Conversion and Year-End Money Tips

Mark TalercioDecember 14, 2018Jill on Money, Jill Schlesinger, year-end financial planning, year-end money tips, retire, retirement, early retirement, retirement plan, retirement plans, IRA, Roth IRA, IRA conversion, backdoor Roth, real estate