5 Financial To-Dos Before the End of 2024

Morningstar  #FinancialPlanningChecklist #PersonalFinance

Check off these tasks now and you’ll start 2025 on the right financial foot.

00:00 Introduction

00:33 Benefits of Rebalancing Your Portfolio

02:49 Don’t Forget to Take Your RMDs

04:10 Fully Fund Your Company’s Retirement Plan Before Year-End

05:20 Check on Your Insurance Coverage and Insurance Needs for 2025

07:38 How Charitable Giving Plays a Role in Tax Planning and Portfolio Risk



What are the secrets to a healthy, happy, and wealthy retirement? Find out with Christine Benz’s new book, “How to Retire.” https://linktr.ee/christine_benz



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