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At the end of the year, people often reflect on their past year and think about the year ahead. As you reflect on how 2022 has treated you, it’s a good time to think about the financial steps to take at the end of the year, from reviewing your retirement plan to assessing your level of coverage, and take those steps now to get started. 2023 – put your best foot forward.

Financial Step #1: Donate to Charity

The holiday season is synonymous with charitable giving. If you’re in the giving spirit this season, be sure to keep track of your donations and keep your receipts. If you itemize your deductions carefully on your tax return, you can claim these donations to reduce your tax bill.


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