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I’ve been in finance for 30 years. Here are the biggest end-of-year money mistakes I see people making

Source: https://cnbc.com/2019/12/05/dont-make-these-8-biggest-money-mistakes-at-end-of-year-says-financial-expert.html - Dec 10, 2019

Getting things in order before ringing in the new year can be stressful. There are holiday preparations, work deadlines and family gatherings to attend. But for many, tackling the financial to-do list is the most taxing.

After more than 30 years of working in finance (as an auditor, investor, tax preparer and consultant), I’ve witnessed the impacts of deferring a financial checkup. I’ve seen people leave hundreds — often thousands — of dollars on the table because they missed out on tax savings, credit card bonuses and several other opportunities.

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Category: General Business