Free Special Report: End of Year Financial Checklist
Special Report

End-of-Year Financial Checklist

November 16, 2022

End-of-Year Financial Checklist: 21 Actions to Take in 2022

Whether you’re concerned about end-of-year tax planning, maximizing employer benefits or taking advantage of energy tax credits by year end, our End-of-Year Financial Checklist identifies 21 critical actions to take before January 1.

Created by Adviser’s experienced CERTIFIED FINANCIAL PLANNER™ practitioners and wealth managers, our year-end financial checklist covers six must-have financial planning categories, including:

If you’re asking: What should I do financially before end of year? Use our complimentary End-of-Year Financial Checklist as a guide. It includes links to detailed articles, like tax-loss harvesting and Roth IRA conversion strategies.


Check-in with your overall financial picture to ensure that you are still on-track to meet your short and long-term goals.

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