Year-end financial checklist: 9 personal finance tips for 2022

As 2021 comes to a close, you and your family reflect on where you’ve been and where you’d like to go.

As the year wraps up, it’s natural to think about your goals — professionally, personally, and financially. It’s something that you and your household will want to assess and talk about openly and honestly.

Financially speaking, perhaps you built up your emergency fund or finally paid off that credit card bill that’s been haunting you since your college years. If so, congratulations. Or perhaps you went off course a little when you did a little too much online shopping. If so, you’re not alone.

Whatever the case, you’re ready to head into the new year with some new financial goals. However, before you flip the calendar to a new year, there are some things to check off your to-do list before saying goodbye to this year.

Doing so will help ease your mind and allow you to focus on the year ahead.


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