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Tag Archives: make investing plans

3 Financial Things To Do Before The End Of The Year

It’s hard to believe we only have a few short weeks until the end of the year. It’s down to the wire on getting our financial houses in place before New Year’s Day. Hopefully everyone can take a few minutes away from eggnog and holiday festivities to make sure we’ve made the best choices with our money. Here are three things I believe are worth doing before the end of the year. Flex Plan or a Health Savings Account for Health Care Spending Flexible spending plans are a great way pay for health care expenses pre-tax for a great discount. They used to be use it or lose it, meaning if you didn’t use all of your allotted money by the end of the year, it went back to your employer. In 2013, Congress passed a law that says you can roll over $500 into the next year if you procrastinated or didn’t need to use all of your flex money during the year. Health savings accounts are a totally different animal.You don’t have to use money by the end of the year. In fact, you can let it grow until retirement if you want. Some people, self included, think ...

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