67. Year-End Personal Finance Tips: Investing and Tax Deadlines, Reminders, and Planning

In this episode, Jess Inskip and Jessie DeNuit discuss essential year-end financial strategies, focusing on retirement account deadlines, tax optimization moves, charitable contributions, and even personal finance tips - for all ages and income levels. Be proactive with your financial planning to avoid penalties and maximize tax benefits. You’ll learn various year-end financial strategies, including: FSA and HSA RemindersIncome Deferral Strategies for Freelancers Employer-Re...